On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down what's fueling the market's powerful rally and why the gains are extending far beyond the Magnificent Seven. They also discuss a possible solution to Social Security's funding crisis, strategies for unwinding concentrated stock positions without creating a tax headache, when Roth conversions make sense—and when they don't—and how families can start meaningful conversations about future inheritances.

Simply Money presented by Allworth Financial
38:18

Simply Money presented by Allworth Financial
38:51

Simply Money presented by Allworth Financial
39:10