
Sign up to save your podcasts
Or


On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the implications of Fed chair nominee Kevin Warsh’s confirmation hearing with insights from former Cleveland Fed President Dr. Loretta Mester, explaining why Fed independence matters and how decisions are really made. They also explore new data showing declining retirement confidence as rising healthcare, travel, and housing costs weigh on retirees, along with practical guidance on building a plan that accounts for those realities. Plus they tackle listener questions by offering solutions for managing retirement cash flow when assets are tied up in private equity, investing excess income tax-efficiently after maxing out retirement accounts, and reevaluating municipal bond strategies as income changes.
See omnystudio.com/listener for privacy information.
By 55KRC (WKRC-AM)4.5
2525 ratings
On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the implications of Fed chair nominee Kevin Warsh’s confirmation hearing with insights from former Cleveland Fed President Dr. Loretta Mester, explaining why Fed independence matters and how decisions are really made. They also explore new data showing declining retirement confidence as rising healthcare, travel, and housing costs weigh on retirees, along with practical guidance on building a plan that accounts for those realities. Plus they tackle listener questions by offering solutions for managing retirement cash flow when assets are tied up in private equity, investing excess income tax-efficiently after maxing out retirement accounts, and reevaluating municipal bond strategies as income changes.
See omnystudio.com/listener for privacy information.

3,249 Listeners

854 Listeners

445 Listeners

807 Listeners

782 Listeners

1,330 Listeners

457 Listeners

5,157 Listeners

695 Listeners

287 Listeners

350 Listeners

7 Listeners

830 Listeners

585 Listeners

3,469 Listeners