On this episode of Simply Money presented by Allworth Financial, Bob and Brian reveal what wealthy families are doing in December that most people completely overlook. While many go into coast mode during the holidays, high-net-worth individuals are making smart year-end moves—rebalancing their portfolios, harvesting tax losses (and gains), and donating appreciated assets through donor-advised funds. They’ll also explain why December is the perfect time to talk to your kids about your estate plan, how to take advantage of qualified charitable distributions from your IRA if you're over age 70½, and how to gift money to your family now—completely tax-free. Plus, they tie it all together with a powerful message about using the holidays to pass on your values, not just your wealth.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 reveal what wealthy families are doing in December that most people completely overlook. While many go into coast mode during the holidays, high-net-worth individuals are making smart year-end moves—rebalancing their portfolios, harvesting tax losses (and gains), and donating appreciated assets through donor-advised funds. They’ll also explain why December is the perfect time to talk to your kids about your estate plan, how to take advantage of qualified charitable distributions from your IRA if you're over age 70½, and how to gift money to your family now—completely tax-free. Plus, they tie it all together with a powerful message about using the holidays to pass on your values, not just your wealth. See omnystudio.com/listener for privacy information.

On this episode of Simply Money presented by Allworth Financial, Bob and Brian reveal what wealthy families are doing in December that most people completely overlook. While many go into coast mode during the holidays, high-net-worth individuals are making smart year-end moves—rebalancing their portfolios, harvesting tax losses (and gains), and donating appreciated assets through donor-advised funds. They’ll also explain why December is the&nbsp;perfect&nbsp;time to talk to your kids about your estate plan, how to take advantage of qualified charitable distributions from your IRA if you're over age 70½, and how to gift money to your family now—completely tax-free. Plus, they tie it all together with a powerful message about using the holidays to pass on your values, not just your wealth.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.

Business

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.

Share Simply Money presented by Allworth Financial

Sign up to save your podcasts

Simply Money presented by Allworth Financial

Simply Money presented by Allworth Financial

More shows like Simply Money

Money Guy Show

Money Matters by Allworth Financial

Sound Retirement Radio

Your Money, Your Wealth

Talking Real Money - Investing Talk

Retirement Answer Man

Retire Sooner with Wes Moss

ChooseFI

Stay Wealthy Retirement Podcast

Suze Orman's Women & Money (And Everyone Smart Enough To Listen)

Sound Investing

Simply Money by Allworth Financial

Ready For Retirement

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

Money For Couples with Ramit Sethi