Simply Money

On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain why election-year anxiety shouldn’t drive your investment decisions. They dig into decades of market history showing how stocks have performed under both Republican and Democratic leadership, why presidents often get too much credit—or blame—for market returns, and why your long-term financial plan should matter far more than who controls Washington.

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On this episode of Simply Money presented by Allworth Financial, Bob and Brian reveal how inflation quietly erodes your purchasing power—and why playing it too safe in retirement can create risks of its own. Plus, they look at what Home Depot’s remarkable long-term run can teach investors about chasing today’s hottest stocks, explain why too much loyalty to your employer could hurt your career, and answer questions about umbrella insurance, charitable giving, and helping adult kids invest without jeopardizing your own retirement.

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On this episode of Simply Money, Bob and Brian crash-test a $3 million retirement plan against market drops, overspending, family gifts, and an early death. Plus, they lay out a five-year retirement countdown, explain how to help your kids without creating financial problems, and discuss smart tax moves that could open up once the paycheck stops.

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On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the hype and risks surrounding a potential blockbuster Anthropic IPO, why some retirees may actually be too reluctant to spend their savings, and why your portfolio’s purpose should matter more than chasing returns. Plus, they tackle your questions on early retirement, leaving money to your kids, and what soaring diesel prices could mean for inflation.

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On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain how your financial past can quietly shape the decisions you make today. From childhood money lessons to the scars left by 2008, they reveal why the habits that helped you build wealth may not always be the ones that help you enjoy and protect it—and how to keep old fears from hijacking a good financial plan.

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On this episode of Simply Money presented by Allworth Financial, Bob and Brian talk with former Cleveland Fed President Dr. Loretta Mester about the Fed’s latest rate hike, stubborn inflation, and why Americans still feel uneasy about the economy. Plus, how to build tax flexibility into your retirement plan, prepare for long-term care costs and market downturns, and the simple habits everyday millionaires use to build lasting wealth.

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On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the Federal Reserve’s latest rate hike and what it could mean for your cash, bonds, and portfolio. Plus, how to diversify a concentrated stock position without creating a massive tax bill, why equal isn’t always fair when dividing an inheritance, and smart answers to your questions about dividend reinvestment, umbrella insurance, and 1031 exchanges.

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On this episode of Simply Money, Bob and Brian count down the 10 decisions that can make or break your retirement plan. Plus, they reveal why some “set it and forget it” investment strategies may deserve a second look, tackle your questions about tax-smart investing and helping the next generation, and explain why slowing down could save you from a costly financial mistake.

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On this episode of Simply Money presented by Allworth Financial, Bob and Brian examine why stubborn inflation and rising oil prices could push the Fed toward another rate hike, and what that could mean for your portfolio. Plus, how much cash is too much, the cybersecurity mistakes putting your wealth at risk, smarter ways to help your kids financially, and tax strategies involving charitable giving, stock options, and tax-managed investing.

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