On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the latest tariff threats and why Greenland is suddenly the geopolitical flashpoint the markets didn’t ask for—but got anyway. They dive into whether a volatile global backdrop is reason enough to adjust your investment outlook. Then, they shift to a breakdown of today’s ETF landscape: from classic index funds to sector-specific plays, thematic bets, and buffered strategies—do you actually know what you own? They also explore whether new rules allowing 401(k) withdrawals for home down payments make financial sense and why mutual fund capital gains can mess with your cash flow planning. Plus, real estate expert Michelle Sloan joins the show to answer a common question: renovate or relocate? And as always, Bob and Brian take listener questions, offering Allworth insights on tax-efficient withdrawals, HSA strategy, and how to think smartly about Roth conversions.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 break down the latest tariff threats and why Greenland is suddenly the geopolitical flashpoint the markets didn’t ask for—but got anyway. They dive into whether a volatile global backdrop is reason enough to adjust your investment outlook. Then, they shift to a breakdown of today’s ETF landscape: from classic index funds to sector-specific plays, thematic bets, and buffered strategies—do you actually know what you own? They also explore whether new rules allowing 401(k) withdrawals for home down payments make financial sense and why mutual fund capital gains can mess with your cash flow planning. Plus, real estate expert Michelle Sloan joins the show to answer a common question: renovate or relocate? And as always, Bob and Brian take listener questions, offering Allworth insights on tax-efficient withdrawals, HSA strategy, and how to think smartly about Roth conversions. See omnystudio.com/listener for privacy information.

On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the latest tariff threats and why Greenland is suddenly the geopolitical flashpoint the markets didn’t ask for—but got anyway. They dive into whether a volatile global backdrop is reason enough to adjust your investment outlook. Then, they shift to a breakdown of today’s ETF landscape: from classic index funds to sector-specific plays, thematic bets, and buffered strategies—do you actually know what you own? They also explore whether new rules allowing 401(k) withdrawals for home down payments make financial sense and why mutual fund capital gains can mess with your cash flow planning. Plus, real estate expert Michelle Sloan joins the show to answer a common question: renovate or relocate? And as always, Bob and Brian take listener questions, offering Allworth insights on tax-efficient withdrawals, HSA strategy, and how to think smartly about Roth conversions.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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