Simply Money

Simply Money presented by Allworth Financial


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On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down why Nvidia’s earnings report could become a major report card on the entire AI infrastructure boom—and what high-net-worth investors should really be watching beneath the headlines as Wall Street starts demanding proof that massive AI spending will actually translate into long-term profits. They also discuss why your personal inflation rate in retirement may be far higher than the government’s CPI number, how overlooked estate planning strategies like the step-up in basis can potentially save families thousands in taxes, what to do after receiving a major liquidity event like the sale of a business or inheritance, whether moving to Florida for tax reasons truly makes financial sense, and why umbrella liability insurance may be one of the cheapest forms of financial protection available.

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