Simply Money

Simply Money

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Simply Money episodes

  • Simply Money - 9/24/2025
    On this episode of Simply Money presented by Allworth Financial, Bob and Brian share the biggest regrets wealthy retirees face — and how to avoid them. They also cover how to turn severance into strategy, ways to protect your privacy from Google, listener questions on direct indexing and estate planning, and Brian’s bottom line on the Secure Act 2.0.

    See omnystudio.com/listener for privacy information.

    39 min
  • Simply Money - 9/23/2025
    On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the looming government shutdown and what it could mean for your investments in the short term. They also dive into why investors are holding a record $7.7 trillion in money market funds, and whether that’s a smart move in today’s market. Plus, they unpack the real cost of the American Dream—homes, kids, health care, and more—and how planning can keep those expenses from derailing your retirement goals. Later, the guys tackle “phantom income,” that frustrating tax bill on money you never actually see, and explain how to prepare for it. Finally, in Ask the Advisor, they answer your questions on long-term care planning, inherited property, consolidating old 401(k)s, and whether annuities make sense for million-dollar portfolios—before wrapping up with important advice on managing your 529 college savings plans.

    See omnystudio.com/listener for privacy information.

    40 min
  • Simply Money -- 9/22/25
    On this episode of Simply Money presented by Allworth Financial, Bob and Brian get Allworth Chief Investment Officer Andy Stout’s take on the Fed’s latest rate cut and what it really means for investors. They also cover new IRS rules pushing high earners’ 401(k) catch-ups into Roths, why HSAs are the most overlooked tax break, and how to protect your retirement from sequence of return risk. Plus, real listener questions on private REITs, pensions, and illiquid wealth—and a quick December tax trick that could save you thousands.

    See omnystudio.com/listener for privacy information.

    40 min
  • Simply Money Presented by Allworth Financial
    On this episode of Simply Money presented by Allworth Financial, Bob and Brian share the “financial deep clean” every high-net-worth investor should do. They break down an Ohio company’s surprise move to cut its 401(k) match, and ask if billionaires really follow through on their giving pledges. Plus, they answer your questions.

    See omnystudio.com/listener for privacy information.

    39 min
  • Simply Money Presented by Allworth Financial
    On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the Fed’s latest rate cut, why Social Security’s raise may not feel like one, and how to know if golden handcuffs are holding you back. Plus, Allworth CIO Andy Stout joins to talk faith-based investing, and the guys answer your biggest retirement questions.

    See omnystudio.com/listener for privacy information.

    39 min
  • Simply Money Presented by Allworth Financial
    On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the Federal Reserve’s first rate cut since December, what it means for your savings, mortgage, and investments, and why the real question now is: what happens next? They also debate President Trump’s renewed call to end quarterly earnings reports, weighing the pros and cons for investors like you. Then, the guys tackle one of the most important questions in financial planning—how much risk should you really be taking with your money? And as always, they answer your questions on investment property, long-term care costs, managing a family trust, and deferred compensation.

    See omnystudio.com/listener for privacy information.

    42 min
  • Simply Money Presented by Allworth Financial
    On this episode of Simply Money presented by Allworth Financial, Bob and Brian put on their “tough teacher hats” to deliver some advice you may not want to hear, but absolutely need to hear. Just because you’ve saved $2 million, $3 million, or even $5 million doesn’t mean you’re automatically set for life. Their lessons cover why retirement isn’t a vacation but a paycheck replacement plan, why your kids don’t need another check but a financial strategy, how treating your portfolio like a casino can wreck decades of hard work, and why taxes could cost you more than your house. Plus, they dive into the real spending patterns of retirees, scams targeting families, and listener questions on concentrated tech stock, charitable remainder trusts, and how to plan for estate taxes on illiquid assets like real estate.

    See omnystudio.com/listener for privacy information.

    41 min
  • Simply Money Presented by Allworth Financial
    On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down what the Federal Reserve’s next move could mean for your money. Allworth Chief Investment Officer Andy Stout joins the show to preview this week’s Fed meeting, explain why inflation remains sticky, and share what the “dot plot” really tells us about future rate cuts. Then, Bob and Brian stress test portfolios against everything from a sudden market crash to geopolitical shocks. Later, they tackle whether AI is a reliable investment tool—or just another overhyped buzzword. Finally, they answer your real money questions on passing down vacation homes, selling a business, balancing charitable giving with future healthcare needs, and keeping streaming subscription creep under control.

    See omnystudio.com/listener for privacy information.

    42 min
  • Simply Money Presented by Allworth Financial
    On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down what your “money personality” says about the way you invest—and how it might be helping or hurting your long-term plan. Are you a thrill-seeker, a security blanket, a control freak, a balanced mediator, or maybe even an ostrich with your head in the sand? They’ll walk through the pros and cons of each type and how to build a portfolio that actually matches who you are. Later, they dive into the real-life dilemma of divorced couples hanging onto 2% mortgages—why cheap debt may be keeping people tied together long after love is gone, and the financial (and emotional) tradeoffs of “nesting” or buying each other out. Plus, Jocile Ehrlich from the Better Business Bureau stops by with the newest scams you need to watch for, and the show wraps up with a retirement checklist and Brian’s Bottom Line.

    See omnystudio.com/listener for privacy information.

    38 min
  • Simply Money Presented by Allworth Financial
    On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain why it now appears absolutely certain that lower interest rates are on the horizon. Plus, they share the smart way to avoid a tax bomb and bring you their Ask the Advisor segment.

    See omnystudio.com/listener for privacy information.

    39 min

About Simply Money

From the publisher's feed

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…

Best of Simply Money

Ranked by our users in the last 21 days

  1. Number 1: Simply Money presented by Allworth Financial
    39 min
  2. Number 2: Simply Money presented by Allworth Financial
    39 min
  3. Number 3: Simply Money presented by Allworth Financial
    39 min

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