On this Best of Simply Money podcast, Amy and Steve review the first half of 2024 and detail the mid-year financial checkup you should consider.

Plus, why being wealthy is more than just a number.

The markets are in the midst of an extremely calm period. On this Best of Simply Money podcast, Amy and Steve discuss the reasons why, explain why it won’t last, and provide important context.

They say you shouldn’t build a boat in the middle of stormy seas. On this Best of Simply Money podcast, Amy and Steve discuss the steps you should take with your money right now while the waters are calm.

Plus, they examine whether you should tweak your portfolio before tax cuts expire at the end of next year.

For the first time in two years, the cost of goods and services did not rise. On this Best of Simply Money podcast, Amy and Steve examine the possible impact on interest rates.

Plus, they’ll take a look at when the time comes to give up financial control.

They are the two most powerful emotions investors act on. Fear and greed. On this Best of Simply Money podcast, Amy and Steve discuss the ramifications of those feelings with world renowned investment manager Apollo Lupescu.

Plus, they play some retirement ‘fact or fiction.’

Some investors are wondering whether they need to tweak their portfolios as the race for the White House gets closer. Maybe even you. On this special episode of the Best of Simply Money podcast, Amy and Steve speak with a man known as the “secretary of explaining stuff.” He is Dimensional Fund Advisors Vice President Apollo Lupescu, and his precise data clearly shows how you should react.

On this week’s Best of Simply Money podcast, Amy, Steve, and Allworth Chief Investment Officer Andy Stout provide concrete data that explains why getting in and out of the market is a horrible idea.

Plus, they discuss the warning signs of a bad investment.

On this week’s Best of Simply Money podcast, Amy and Steve discuss whether a cooler than expected inflation report has a bigger impact on your 401(k), or your wallet.

Plus, they discuss the impact that money has on mental health.

$85 trillion dollars will soon be in the hands of younger generations. On this week’s Best of Simply Money podcast, Amy and Steve discuss how each generation should take advantage of this massive movement of money.

On this week’s Best of Simply Money podcast, Amy and Steve discuss the Fed’s decision to keep interest rates the same once again.

Plus, the questions to ask yourself when you are creating your 401(k) objectives.