Simply MoneySimply Money

Simply Money presented by Allworth Financial

View descriptionShare

On this episode of Simply Money presented by Allworth Financial, Bob and Brian explore whether we’re living through another tech bubble — this time fueled by artificial intelligence. Is the massive investment in AI setting us up for a painful correction in 2026? They dig into market concentration, inflated valuations, and why companies like Nvidia, Oracle, and OpenAI are raising red flags for some investors. You’ll also hear why now is a smart time to rebalance your portfolio — but not the old way — and how high-net-worth investors are using buffered ETFs and direct indexing to level up their financial strategy. Plus, estate planning mistakes that can cost your heirs big time, and real answers in the Ask the Advisor segment — from embedded portfolio risk to downsizing dilemmas.

  • Facebook
  • X (Twitter)
  • WhatsApp
  • Email
  • Download

In 1 playlist(s)

  1. Simply Money

    1,058 clip(s)

Simply Money

For more than 20 years, the Simply Money radio show has provided straightforward and entertaining ex 
Social links
Follow podcast
Recent clips
Browse 1,058 clip(s)