



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 …

Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the most expensive lies couples tell themselves about money—especially the dangerous comfort of saying “we’re fine” —and explain how a lack of communication around retirement timing, estate plans, and financia…

Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain why the most expensive financial decisions often aren’t the ones you make — they’re the ones you avoid . They walk through real-life examples of high-net-worth families who delayed portfolio changes, tax planning…

Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down why the financial decisions that feel boring or easy to postpone often have the biggest impact on long-term success. From overlooked beneficiary designations and withdrawal strategies to missed tax-planning wi…

Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian explore what true wealth in retirement really means, from aligning your spending with your values to making smart pension choices, planning for business succession, and tackling real listener questions about emergencies,…

Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain why a mid-year financial review is about much more than investment performance. They break down how to make sure your portfolio still aligns with your goals, uncover tax-saving opportunities before year-end, eval…

Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the seven financial lies we tell ourselves—from believing more money will finally make us happy to thinking we can time the market, save later, or figure everything out on our own. They also discuss the financ…

Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain why the stock market’s boring days are often the most important for building long-term wealth, and why trying to time the market can come at a steep cost. They also discuss the growing AI investment frenzy in Tai…

Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain why many investors who think they’re diversified may actually have far more exposure to AI and semiconductor stocks than they realize, how concentration risk has shown up throughout market history, and what wealt…

Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down a major shift at the Federal Reserve that could change how markets react to economic data, discuss the growing divide in how different generations and genders build wealth, and answer listener questions on inh…