{"podcast":{"title":"Money Matters by Allworth Financial","slug":"money-matters-by-allworth-financial-173477","podcast_index_feed_id":173477,"rss_url":"http://podcast.moneymatters.com/feed.xml","website_url":"http://www.moneymatters.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/729307/Image20250130122520.jpg","author":"Allworth Financial","episode_count":500,"summary":"For 30 years, Money Matters hosts Scott Hanson and Pat McClain have answered thousands of questions from callers just like you. This is the perfect podcast for you if you have questions like, should I do Roth conversions? Are there tax strategies I should be using? Do I have the proper estate plan? Is my portfolio allocation diverse enough? Will I retire on time? Listen at your convenience to one of the longest running financial radio shows on www.moneymatters.com, through iTunes, or you can have podcasts delivered right to your email. Subscribe today. Money Matters: Entertainment that educates. Join the conversation, ask Scott and Pat your financial questions, by sending an email to questions@moneymatters.com.","last_synced_at":"2026-09-20T12:18:40.893404+00:00","page_url":"https://stenobird.com/podcast/money-matters-by-allworth-financial-173477"},"episode":{"title":"AI Investing Insights & Strategies for RSUs and Roth Conversions","slug":"ai-investing-insights-strategies-for-rsus-and-roth-conversions","published_at":"2026-08-08T13:00:00+00:00","page_url":"https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/ai-investing-insights-strategies-for-rsus-and-roth-conversions","show_page_url":"https://stenobird.com/podcast/money-matters-by-allworth-financial-173477","url":"http://podcast.moneymatters.com/e/ai-investing-insights-strategies-for-rsus-and-roth-conversions/","audio_url":"https://mcdn.podbean.com/mf/web/kdq8an79tvzwfgya/AWMM_202688_PODCAST_2bl5si.mp3","summary":"In an economy where AI is reshaping the landscape, how should a sophisticated investor respond? In this episode of Money Matters, Scott and Pat are joined by Dr. Apollo Lupescu from Dimensional Fund Advisors to discuss the \"AI Ownership Machine\" and how to manage portfolio concentration. Plus, Scott and Pat answer a caller’s questions on maximizing RSUs and utilizing advanced tax-saving vehicles. What You’ll Learn: The \"Ownership Machine\" vs. Gambling: Learn why shifting your mindset from \"betting\" on stocks to becoming a part-owner of a business is the key to long-term rational decision-making. AI and Historical Cycles: Understand how the AI revolution compares to the internet and electricity, and why it is more effective to own the entire \"field of horses\" rather than trying to pick a single winner. Navigating Market Highs: Discover why \"time in the market\" beats \"timing the market,\" and how systematic rebalancing can help you manage anxiety and risk when the market hits all-time highs. Advanced Tax Optimization: A deep dive into Direct Indexing to harvest tax losses and using Mega Backdoor Roth conversions to maximize tax-free growth for high-income earners. Join Money Matters: Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain. Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.","meta_description":"In an economy where AI is reshaping the landscape, how should a sophisticated investor respond? In this episode of Money Matters, Scott and Pat are joined…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3475,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/money-matters-by-allworth-financial-173477/episodes/ai-investing-insights-strategies-for-rsus-and-roth-conversions/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/ai-investing-insights-strategies-for-rsus-and-roth-conversions.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}