

Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain why election-year anxiety shouldn’t drive your investment decisions. They dig into decades of market history showing how stocks have performed under both Republican and Democratic leadership, why presidents often…

Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian reveal how inflation quietly erodes your purchasing power—and why playing it too safe in retirement can create risks of its own. Plus, they look at what Home Depot’s remarkable long-term run can teach investors about cha…

Simply Money presented by Allworth Financial
On this episode of Simply Money, Bob and Brian crash-test a $3 million retirement plan against market drops, overspending, family gifts, and an early death. Plus, they lay out a five-year retirement countdown, explain how to help your kids without creating financial problems, and discuss smart tax …

Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the hype and risks surrounding a potential blockbuster Anthropic IPO, why some retirees may actually be too reluctant to spend their savings, and why your portfolio’s purpose should matter more than chasing re…

Simply Money presented by Allworth Financial

Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain how your financial past can quietly shape the decisions you make today. From childhood money lessons to the scars left by 2008, they reveal why the habits that helped you build wealth may not always be the ones t…

Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian talk with former Cleveland Fed President Dr. Loretta Mester about the Fed’s latest rate hike, stubborn inflation, and why Americans still feel uneasy about the economy. Plus, how to build tax flexibility into your retire…

Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the Federal Reserve’s latest rate hike and what it could mean for your cash, bonds, and portfolio. Plus, how to diversify a concentrated stock position without creating a massive tax bill, why equal isn’t alwa…

Simply Money presented by Allworth Financial
On this episode of Simply Money, 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 and helping the next generation,…

Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian examine why stubborn inflation and rising oil prices could push the Fed toward another rate hike, and what that could mean for your portfolio. Plus, how much cash is too much, the cybersecurity mistakes putting your weal…