Simply Money

On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the latest inflation numbers and what rising interest rates could mean for your portfolio, while also discussing Kroger’s major job cuts and the financial steps to take after a layoff. Plus, how to maximize your benefits during open enrollment, new scams targeting your money, the tax advantages of direct indexing, and knowing when it’s okay to spend the wealth you’ve worked so hard to build.

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On this episode of Simply Money presented by Allworth Financial, Bob and Brian reveal what decades of bull and bear markets can teach investors about building long-term wealth, explain why some new ETFs look more like gambling than investing, and discuss the executive dilemma of whether a bigger paycheck and title are worth the trade-offs. Plus, smart strategies for reducing capital gains taxes, donating appreciated stock to charity, knowing when you no longer need life insurance, and why bonds deserve another look.

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On this episode of Simply Money presented by Allworth Financial, Bob and Brian follow a Cincinnati couple with a $4 million net worth through the transition into retirement—breaking down how to replace a paycheck, navigate Social Security and taxes, help adult children, and decide what they can truly afford. Plus, they fast-forward 10 years to reveal which retirement decisions mattered most.

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On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain why even great companies can become terrible investments, what earnings season could reveal about today's AI boom, and why some high earners are rethinking the advice to max out their 401(k)s. Plus, a financial makeover for empty nesters, smart ways to help adult children financially, what you should expect from a wealth advisor, and why planning for retirement means more than just managing your money.

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On this episode of Simply Money presented by Allworth Financial, Bob and Brian tackle the biggest fears that can follow you into retirement—and how a solid financial plan can help put them in perspective. Plus, they reveal estate planning mistakes that can divide families, break down Cincinnati’s changing housing market, and answer your questions about selling a business, tax-loss harvesting, direct indexing, and Roth conversions.

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On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain why October is a critical time for year-end tax planning, including tax-loss harvesting, Roth conversions, and charitable giving strategies. Plus, they discuss whether a booming portfolio should change your retirement timeline, how to protect a sudden financial windfall, and smart ways to handle inheritances and family gifting.

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On this episode of Simply Money presented by Allworth Financial, Bob and Brian play a financial game of “Would You Rather?” to tackle some of retirement’s biggest tradeoffs. Plus, they reveal the estate planning detail even wealthy families can overlook, explain why waiting too long to enjoy your money can be a retirement mistake, and answer listener questions about Roth conversions, concentrated stock, and planning when you don’t know when you’ll retire.

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On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the latest inflation numbers and what they could mean for the Fed, reveal why reading the fine print before buying a hot IPO matters, and debate whether your home should really be considered an investment. Plus, they tackle your questions about retirement savings, highly appreciated investments and gifting to your kids, and share ways to fight back against relentless spam calls.

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On this episode of Simply Money presented by Allworth Financial, Bob and Brian reveal the costly financial mistakes even successful investors can make, from concentrated investments and poor tax planning to holding too much cash and lifestyle creep. Plus, they explore the life decisions that can shape your wealth, explain when it’s time to review old insurance policies, and answer retirement questions about Roth conversions, Social Security, and leaving an inheritance your heirs can handle.

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On this episode of Simply Money presented by Allworth Financial, Bob and Brian look at whether higher Treasury yields should change your investment strategy, the growing concentration of the S&P 500, and why business owners need to start planning years before a sale. Plus, they tackle helping adult children buy a home, retiring years before your spouse, gifting appreciated stock, and when to claim Social Security.

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