Simply Money

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Simply Money episodes

November 05, 2025 Simply Money Presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian tackle one of the biggest fears for investors—putting money into the market when it’s at all-time highs. If you're sitting on cash from a business sale, inheritance, or disciplined saving, and waiting for a pullback, you may be doing more harm than good. They break down historical data showing why investing a lump sum typically beats dollar-cost averaging and why market highs are more normal than you think. Plus, a deep dive into the lawsuit against Pacific Life involving indexed universal life insurance, career plateau advice with Julie Bauke, and a cautionary tale about meme stocks. Finally, practical, simple year-end tax planning tips you can act on right now.
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43 min
November 04, 2025 Simply Money Presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian dive into a temporary trade truce between the U.S. and China and what it means for investors. Plus, I Bonds are back in the spotlight—should you care? And Netflix announces a 10-for-1 stock split: is it a smart buy or just smoke and mirrors? Later, they explore the real costs—and surprises—of downsizing your home in retirement, discuss behavioral investing blind spots that could derail your financial plan, and uncover a little-known Social Security benefit for parents over 62 raising children under 18.
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47 min
October 31, 2025 Simply Money Presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian reveal how some of today’s trillion-dollar giants—like Nvidia—quietly grew from obscurity to dominance, and how your diversified portfolio might have benefited all along. From Nvidia's 9-cent stock price in 2002 to its $200+ valuation today, this is a masterclass in patient investing and the power of diversification.
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39 min
October 31, 2025 Simply Money Presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian welcome former Cleveland Fed President Dr. Loretta Mester for a rare insider’s view into how interest rate decisions are made, why 2% inflation remains so elusive, and how the Fed stays focused amid political noise. She also recounts navigating the economy through COVID and shares what makes Ohio’s economy uniquely resilient.
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42 min
October 30, 2025 Simply Money Presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the latest Fed interest rate cut and what it means for your portfolio, borrowing costs, and the broader economy. They also spotlight Apple’s record-setting $4 trillion valuation, why it matters for your investments, and the behind-the-scenes changes happening in the S&P 500. Then, cybersecurity expert Dave Hatter joins the show to explain why elder scams are becoming a full-blown financial emergency—and how you can protect your family. Finally, the team answers your questions about backdoor Roths, mutual funds in taxable accounts, and how to think about refinancing in today’s rate environment.
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42 min
October 29, 2025 Simply Money Presented by Allworth Financial
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42 min
October 28, 2025 Simply Money Presented by Allworth Financial
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40 min
October 24, 2025 Simply Money Presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian explore the real-life signs that you may be the perfect fit for advanced financial planning — the kind that goes far beyond basic investment advice. From pre-retirees with complex portfolios to retired couples blindsided by unexpected tax bills, small business owners nearing a sale, and even widowed spouses navigating new financial responsibilities — this episode breaks down why the right planning strategy is less about how much money you have and more about the life decisions you face.
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39 min
October 24, 2025 Simply Money Presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain why riding recent market highs could lead to costly mistakes—and what to do instead. They share year-end tax strategies, rebalance tips, and the smart way to donate appreciated stock. Plus, should annuities be the default in your 401(k)? A high-income caller gets expert advice on the Roth vs. pre-tax debate—and learns about a powerful savings tool few people know. And don’t miss the hidden retirement “sweet spot” that could save you big on taxes.
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42 min
October 23, 2025 Simply Money Presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian explore how Cincinnati’s corporate powerhouses like GE Aerospace, Kroger, P&G, and Fifth Third Bank don’t just shape our city—they could be shaping your portfolio, too. They share the hidden risks of having too much exposure to one company and how to protect your nest egg while staying loyal. Then, the duo tackles one of the biggest and most costly investing mistakes: putting the right investments in the wrong types of accounts. Plus, cyber expert Dave Hatter joins the show to explain how a recent Amazon Web Services outage exposed a new kind of financial risk: third-party vulnerability. And finally, your questions about conflicting risk tolerances in marriage, aligning your financial "team," shifting from growth to income, and building a plan when self-employed.
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41 min

About Simply Money

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For more than 20 years, the Simply Money radio show has provided straightforward and entertaining explanations of how the economy and stock market affect your wealth. Join Allworth advisors Bob…