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, they tackle Roth conversion strategies and the growing number of Americans turning to AI for financial advice.

Simply Money presented by Allworth Financial
38:33

Simply Money presented by Allworth Financial
38:54

Simply Money presented by Allworth Financial
38:40