On this episode of Simply Money presented by Allworth Financial, Bob and Brian kick off the new year with the January Financial Stress Test: can your plan weather the unpredictability of 2026? With midterm elections looming, potential interest rate reversals, and market volatility ahead, they explore how to bulletproof your investments with strategies like bond duration diversification, buffered ETFs, and Monte Carlo simulations. Plus, they dive into the realities of long-term care insurance and what most investors miss. They also tackle your listener questions on Roth conversions, RMD strategies, and the best way to unwind concentrated stock positions. Finally, a lighthearted but eye-opening look at how eating out could silently devour your retirement nest egg.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 kick off the new year with the January Financial Stress Test: can your plan weather the unpredictability of 2026? With midterm elections looming, potential interest rate reversals, and market volatility ahead, they explore how to bulletproof your investments with strategies like bond duration diversification, buffered ETFs, and Monte Carlo simulations. Plus, they dive into the realities of long-term care insurance and what most investors miss. They also tackle your listener questions on Roth conversions, RMD strategies, and the best way to unwind concentrated stock positions. Finally, a lighthearted but eye-opening look at how eating out could silently devour your retirement nest egg. See omnystudio.com/listener for privacy information.

On this episode of Simply Money presented by Allworth Financial, Bob and Brian kick off the new year with the January Financial Stress Test: can your plan weather the unpredictability of 2026? With midterm elections looming, potential interest rate reversals, and market volatility ahead, they explore how to bulletproof your investments with strategies like bond duration diversification, buffered ETFs, and Monte Carlo simulations. Plus, they dive into the realities of long-term care insurance and what most investors miss. They also tackle your listener questions on Roth conversions, RMD strategies, and the best way to unwind concentrated stock positions. Finally, a lighthearted but eye-opening look at how eating out could silently devour your retirement nest egg.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

Simply Money presented by Allworth Financial

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