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On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain how seemingly smart financial decisions can actually work against each other when they're not part of a coordinated plan. From paying off your mortgage and managing retirement taxes to helping adult children and making charitable gifts, they reveal why timing matters. Plus, what new research says about Gen Z investing habits, how home appraisals can derail a sale, the tax advantages of direct indexing, strategies for leaving money to your heirs, and whether wealthy retirees really need long-term care insurance.
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On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain why the stock market continues to climb despite stubborn inflation, rising gas prices, and economic uncertainty—and what that disconnect means for your investments. Plus, the latest Social Security changes, the hidden risks of adjustable-rate mortgages, career expert Julie Bauke on preparing emotionally for retirement, when helping adult children financially can backfire, and why enjoying a little luxury might be exactly what your retirement plan needs.
See omnystudio.com/listener for privacy information.
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