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 unpack the booming world of alternative investments—from gold and crypto to private equity and real estate. Is now the time to diversify beyond stocks and bonds? Plus, what big bank earnings tell us about the economy, wh…
38:32
Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian tackle one of the most common mistakes they see this time of year: letting taxes dominate your investment decisions. With tax season officially beginning January 26th and a slightly restructured tax code, they explore ho…
19:57
Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian unpack a surprisingly low inflation report and what 2.6% core inflation means for your money and the Fed’s next move. They break down JPMorgan’s solid earnings and what it signals for the economy and markets, especially …
38:30
Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian talk with Allworth's Chief Investment Officer Andy Stout about why markets could get noisy this week—and what that means for high-net-worth investors. They also break down smart money moves to consider in 2026, including…
39:13
Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian dig into a critical question: What does real financial success look like in 2026? It's not just about the size of your portfolio—it's about liquidity, confidence in your cash flow, simplicity, and the freedom to live on …
38:24
Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian reveal why your retirement plan may no longer match your reality—especially after three strong years in the market and inflation sticking around 3%. Then, the millionaire’s income problem: building wealth was the easy pa…
38:53
Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian kick off the new year with the January Financial Stress Test: can your plan weather the unpredictability of 2026? With midterm elections looming, potential interest rate reversals, and market volatility ahead, they explo…
38:50
Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian reveal why January is the most strategic money month of the year. From harvesting capital gains and revisiting direct indexing strategies to maximizing donor-advised funds and managing idle cash, they break down the smar…
38:27
Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob, Brian, and Allworth Chief Investment Officer Andy Stout dig into what the economy and the markets might hold in 2026. Plus, Bob and Brian dive into the cognitive and health risks of retiring too early, the financial tune-ups ever…
39:10
Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian reveal the four hidden forces that influence every major financial decision — even for the most seasoned, high-net-worth investors. Whether it's fear, guilt, social pressure, or family history, these emotional undercurre…
38:51