For more than 20 years, the Simply Money radio show has provided straightforward and entertaining explanations of how the economy and stock market affect your wealth. Join Allworth advisors Bob Sponseller and Brian James from our Cincinnati team as they offer unique financial perspectives—along with smart tax and estate planning strategies—to help you make the most of your money.

The information presented is for educational purposes only and is not intended to be a comprehensive analysis of the topics discussed. It should not be interpreted as personalized investment advice or relied upon as such. The information is not intended to convey any implicit or explicit guarantee or sense of assurance that, if followed, any investment strategies referenced will produce a positive or desired outcome. All investments involve risk, including the potential loss of principal. There can be no assurance that any investment strategy or decision will achieve its intended objectives or result in a positive return. It is important to carefully consider your investment goals, risk tolerance, and seek professional advice before making any investment decisions.

For more than 20 years, the Simply Money radio show has provided straightforward and entertaining explanations of how the economy and stock market affect your wealth. Join Allworth advisors Bob Sponseller and Brian James from our Cincinnati team as they offer unique financial perspectives—along with smart tax and estate planning strategies—to help you make the most of your money. The information presented is for educational purposes only and is not intended to be a comprehensive analysis of the topics discussed. It should not be interpreted as personalized investment advice or relied upon as such. The information is not intended to convey any implicit or explicit guarantee or sense of assurance that, if followed, any investment strategies referenced will produce a positive or desired outcome. All investments involve risk, including the potential loss of principal. There can be no assurance that any investment strategy or decision will achieve its intended objectives or result in a positive return. It is important to carefully consider your investment goals, risk tolerance, and seek professional advice before making any investment decisions.

For more than 20 years, the Simply Money radio show has provided straightforward and entertaining explanations of how the economy and stock market affect your wealth. Join Allworth advisors Bob Sponseller and Brian James from our Cincinnati team as...

Simply Money

Simply Money presented by Allworth Financial

https://api.omny.fm/orgs/98a2599f-cd9b-4f2a-9be4-b22c00e585f2/clips/8708999e-31a3-4b23-a758-b3f0007feb35/transcript

On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the biggest investing mistakes they know happened during a volatile week in the markets—from chasing scary geopolitical headlines and trying to time sector moves like gold and energy, to overreacting to massive daily swings and sitting on cash waiting to “buy the dip.” They explain why the market often prices in news before you can act, how missing just a handful of the best days can derail long-term returns, and why doing nothing can sometimes be the most disciplined—and profitable—move. Plus, they share what smart investors actually did this week, including rebalancing, tax loss harvesting, and revisiting their financial plans to stay on track.

On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the biggest investing mistakes they&nbsp;know&nbsp;happened during a volatile week in the markets&mdash;from chasing scary geopolitical headlines and trying to time sector moves like gold and energy, to overreacting to massive daily swings and sitting on cash waiting to &ldquo;buy the dip.&rdquo; They explain why the market often prices in news before you can act, how missing just a handful of the best days can derail long-term returns, and why doing nothing can sometimes be the most disciplined&mdash;and profitable&mdash;move. Plus, they share what smart investors actually did this week, including rebalancing, tax loss harvesting, and revisiting their financial plans to stay on track.

https://api.omny.fm/orgs/98a2599f-cd9b-4f2a-9be4-b22c00e585f2/clips/ea1a887b-d42e-4d48-96ed-b4210068b12d/transcript

On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down why the market isn’t reacting to headlines—but pricing in what comes next—and how indicators like the VIX can help high-net-worth investors better understand volatility, risk pricing, and opportunity. They also dive into Apple at 50 and whether it still deserves a place in your portfolio today, how to handle financial pressure from family and friends without damaging relationships, smart strategies around tax loss harvesting and Roth conversions, and what many investors misunderstand about target date funds.

On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down why the market isn&rsquo;t reacting to headlines&mdash;but pricing in what comes next&mdash;and how indicators like the VIX can help high-net-worth investors better understand volatility, risk pricing, and opportunity. They also dive into Apple at 50 and whether it still deserves a place in your portfolio today, how to handle financial pressure from family and friends without damaging relationships, smart strategies around tax loss harvesting and Roth conversions, and what many investors misunderstand about target date funds.

https://api.omny.fm/orgs/98a2599f-cd9b-4f2a-9be4-b22c00e585f2/clips/f45fa7c6-3d6e-443b-a2dd-b4210068a9ba/transcript

On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain why reacting to headlines and trying to time market sectors—from energy to tech to gold—can derail your long-term plan, especially in fast-moving geopolitical environments, while also breaking down a push to bring private equity and crypto into 401(k)s, what to do with a major inheritance, how to coordinate deferred comp, smart charitable giving strategies, what’s really happening in Cincinnati’s spring housing market, and why your tax return holds key planning opportunities.

On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain why reacting to headlines and trying to time market sectors&mdash;from energy to tech to gold&mdash;can derail your long-term plan, especially in fast-moving geopolitical environments, while also breaking down a push to bring private equity and crypto into 401(k)s, what to do with a major inheritance, how to coordinate deferred comp, smart charitable giving strategies, what&rsquo;s really happening in Cincinnati&rsquo;s spring housing market, and why your tax return holds key planning opportunities.

https://api.omny.fm/orgs/98a2599f-cd9b-4f2a-9be4-b22c00e585f2/clips/846b9f64-0507-477b-8ca9-b42000672d2c/transcript

Simply Money presented by Allworth Financial

In 1 playlist(s)

Simply Money

Social links

Follow podcast

Recent clips