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Simply Money presented by Allworth Financial

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On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down how to turn market volatility into opportunity—using smart strategies like tax loss harvesting and direct indexing to play both defense and offense—while also tackling the reality that many retirees don’t get to “call their shot,” how to prepare for an earlier-than-planned exit from the workforce, the latest scams targeting your money, and practical advice on everything from cash reserves to navigating family financial dynamics.

 

 
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Simply Money

For more than 20 years, the Simply Money radio show has provided straightforward and entertaining ex 
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