On this episode of Simply Money presented by Allworth Financial, Bob and Brian unpack the “smart-sounding” money advice that can quietly sabotage your future—from skipping Roth conversions and “going broke safely” in cash, to one-fund DIY investing without a plan, estate-planning myths that lead to probate messes, and being sold permanent life insurance instead of building a tax-smart strategy. They also dig into FINRA’s move to loosen the Pattern Day Trader rule, what record-setting stock buybacks really signal (and what to watch beyond P/Es), and career expert Julie Bauke joins to help you decide whether to retire, go part-time, or test-drive your next chapter. In Ask the Advisor, they tackle oversized RMDs, executor pitfalls with business interests, smarter stock-option exercises, and whether to migrate from mutual funds to ETFs or direct indexing.See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

On this episode of Simply Money presented by Allworth Financial, Bob and Brian unpack the “smart-sounding” money advice that can quietly sabotage your future—from skipping Roth conversions and “going broke safely” in cash, to one-fund DIY investing without a plan, estate-planning myths that lead to probate messes, and being sold permanent life insurance instead of building a tax-smart strategy. They also dig into FINRA’s move to loosen the Pattern Day Trader rule, what record-setting stock buybacks really signal (and what to watch beyond P/Es), and career expert Julie Bauke joins to help you decide whether to retire, go part-time, or test-drive your next chapter. In Ask the Advisor, they tackle oversized RMDs, executor pitfalls with business interests, smarter stock-option exercises, and whether to migrate from mutual funds to ETFs or direct indexing.See omnystudio.com/listener for privacy information.

On this episode of Simply Money presented by Allworth Financial, Bob and Brian unpack the “smart-sounding” money advice that can quietly sabotage your future—from skipping Roth conversions and “going broke safely” in cash, to one-fund DIY investing without a plan, estate-planning myths that lead to probate messes, and being sold permanent life insurance instead of building a tax-smart strategy. They also dig into FINRA’s move to loosen the Pattern Day Trader rule, what record-setting stock buybacks really signal (and what to watch beyond P/Es), and career expert Julie Bauke joins to help you decide whether to retire, go part-time, or test-drive your next chapter. In Ask the Advisor, they tackle oversized RMDs, executor pitfalls with business interests, smarter stock-option exercises, and whether to migrate from mutual funds to ETFs or direct indexing.See <a href="https://omnystudio.com/listener" rel="noopener noreferrer">omnystudio.com/listener</a> for privacy information.

Simply Money Presented by Allworth Financial

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 Sponseller and Brian James from our Cincinnati team as they offer unique financial perspectives—along with smart tax and estate planning strategies—to help you make the most of your money. The information presented is for educational purposes only and is not intended to be a comprehensive analysis of the topics discussed. It should not be interpreted as personalized investment advice or relied upon as such. The information is not intended to convey any implicit or explicit guarantee or sense of assurance that, if followed, any investment strategies referenced will produce a positive or desired outcome. All investments involve risk, including the potential loss of principal. There can be no assurance that any investment strategy or decision will achieve its intended objectives or result in a positive return. It is important to carefully consider your investment goals, risk tolerance, and seek professional advice before making any investment decisions.

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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 Sponseller and Brian James from our Cincinnati team as they offer unique financial perspectives—along with smart tax and estate planning strategies—to help you make the most of your money. The information presented is for educational purposes only and is not intended to be a comprehensive analysis of the topics discussed. It should not be interpreted as personalized investment advice or relied upon as such. The information is not intended to convey any implicit or explicit guarantee or sense of assurance that, if followed, any investment strategies referenced will produce a positive or desired outcome. All investments involve risk, including the potential loss of principal. There can be no assurance that any investment strategy or decision will achieve its intended objectives or result in a positive return. It is important to carefully consider your investment goals, risk tolerance, and seek professional advice before making any investment decisions.

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Simply Money Presented by Allworth Financial

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