Simply Money
Simply Money
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 …Social links:
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Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down what America’s $40 trillion debt and rising Treasury yields mean for investors, examine the surge in indexed universal life insurance, and look at how family gifts are helping younger buyers afford homes. Plus…
38:22
Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian examine whether the dominance of the Magnificent Seven is starting to fade, why owning the S&P 500 may leave you more concentrated than you realize, and how soaring valuations can create hidden risks for investors. Plus,…
38:33
Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian put a $3 million retirement plan through a series of financial crash tests—from market downturns and overspending to helping adult children and losing a spouse. Plus, they lay out a five-year retirement countdown, explai…
38:54
Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian expose five retirement “rules of thumb” that can quickly become rules of dumb, from automatically claiming Social Security at 62 to blindly following the 4% rule or rushing to pay off a low-rate mortgage. Plus, they brea…
38:40
Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian count down the 10 decisions that can make or break your retirement plan. Plus, they reveal why some “set it and forget it” investment strategies may deserve a second look, tackle your questions about tax-smart investing …
38:59
Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the latest inflation numbers with Allworth Chief Investment Officer Andy Stout, what a weakening dollar and strong corporate earnings could mean for investors. Plus, they tackle new gas, grocery and supplement…
39:18
Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian unpack the seven most common financial lies we tell ourselves – from “I’ll be happy when I have more money” to “I’ll figure it out on my own.” These aren’t just small white lies; they’re deeply emotional narratives that …
38:20
Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down why so many people who have done everything right—saved, invested, and built significant wealth—still don’t feel confident about their financial future. They explore the difference between passive decision-mak…
38:57
Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian tackle a question that hits differently when you’ve built real wealth: if the market dropped 20% tomorrow, what would you actually do? They walk through the emotional and mathematical realities of managing a $2–10 millio…
38:33
Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian tackle a critical question for investors: what happens if the next decade of market returns doesn’t cooperate—and does your financial plan rely on strong returns just to survive? They break down how to properly stress te…
38:34