On today’s episode of Simply Money presented by Allworth Financial, the President takes aim at the Fed, Kroger announces 1,000 job cuts, and Bob and Brian break down why your “diversified” portfolio might not be as safe as you think. Plus, the rise of elder scams, and your questions on taxes, retirement planning, and charitable trusts.

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On today’s episode of Simply Money presented by Allworth Financial, Bob and Brian explore why even beloved companies like Cracker Barrel can stumble, why Nvidia now makes up such a huge piece of the S&P 500, and what past giants like GE and Enron teach us about diversification. They’ll also cover the latest Social Security COLA estimate, the buzz around private equity in retirement plans, and how to future-proof your career in the age of AI.

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On today’s episode of Simply Money presented by Allworth Financial, Bob and Brian sit down with Allworth’s Chief Investment Officer, Andy Stout, to break down the Fed’s next move on rate cuts. They also dive into how retail investors are driving markets, smart strategies for unwinding concentrated stock, and which travel rewards cards actually deliver real value.

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Life is full of trade-offs—and nowhere is that more true than in financial planning. On today’s episode of Simply Money presented by Allworth Financial, Bob and Brian put a fun twist on tough money questions with a special “Would You Rather?” edition. Should you sell highly appreciated stock now and pay taxes, or hold and pass it to heirs with a step-up in basis? Is a bucket strategy better than a total-return approach? Would you move to a no-tax state or stay in Cincinnati for family ties? From direct indexing to Roth conversions, these choices could shape your wealth, your legacy, and your peace of mind.

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What happens when the person you trusted most with your money turns out to be the one stealing it? On today’s episode of Simply Money presented by Allworth Financial, Bob and Brian unpack the stunning story of former Northwestern Mutual advisor John Kersey, accused of running a multi-million-dollar fraud right here in Cincinnati. Bob and Brian break down how the alleged scam worked, and—most importantly—how you can protect yourself and your family from ever falling victim to something like this. Whether you’re managing $500,000 or $10 million, this conversation could save you from devastating mistakes.

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S&P reaffirms the U.S. credit rating, Jerome Powell takes the stage at Jackson Hole, and mortgage rates spark a refinancing boom. On today’s episode of Simply Money presented by Allworth Financial, Bob and Brian explain what it all means for your money, why cashing out a 401(k) can wreck your retirement, and answer listener questions on Roth conversions, direct indexing, and Social Security.

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On today’s episode of Simply Money presented by Allworth Financial, Bob, Brian and Allworth Chief Investment Officer Andy Stout explain what investors can learn from Warren Buffett’s latest buy in UnitedHealth. They also break down strong retail sales numbers, what they say about consumer spending, and the potential inflationary hit from new semiconductor tariffs — plus how Intel’s massive Columbus project fits in. Finally, Bob and Brian tackle a new SEC ruling that shuts the door on ETF share classes of mutual funds and share what high-net-worth investors should be doing now to keep portfolios tax-efficient

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On today’s episode of Simply Money, Bob and Brian dive into the estate tax drama that could upend retirement plans — and how to prepare so your wealth stays in the family, not in Washington’s hands. Then, in a special “Would You Rather?” edition, they tackle tough money dilemmas that every high-net-worth household eventually faces: lump-sum pension or monthly checks? Buffered ETFs or total market indexing? Live off dividends or sell shares? Plus, they unpack a real-life story where estate taxes pushed a couple to divorce, and what you can learn from it.

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On today’s episode of Simply Money presented by Allworth Financial, Bob and Brian dig into the headlines shaping the rest of 2025 — from what could keep markets moving higher to how U.S.–China relations may quietly influence your portfolio. Plus, the guys tackle big-money listener questions on RMD strategies, falling municipal bond yields, and preparing for a future business sale.

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