On this episode of Simply Money presented by Allworth Financial, Bob and Brian tackle the “one more year” retirement trap—why even wealthy investors can struggle to walk away from work, how to determine when you truly have enough, and why the emotional side of retirement can matter just as much as the math.

On this episode of Simply Money presented by Allworth Financial, Bob and Brian tackle the &ldquo;one more year&rdquo; retirement trap&mdash;why even wealthy investors can struggle to walk away from work, how to determine when you truly have enough, and why the emotional side of retirement can matter just as much as the math.

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/adf4139c-2b6c-4feb-a531-b4bb00713a21/transcript

On this episode of Simply Money presented by Allworth Financial, Bob and Brian follow a Cincinnati couple with a $4 million net worth through the transition into retirement—breaking down how to replace a paycheck, navigate Social Security and taxes, help adult children, and decide what they can truly afford. Plus, they fast-forward 10 years to reveal which retirement decisions mattered most.

On this episode of Simply Money presented by Allworth Financial, Bob and Brian follow a Cincinnati couple with a $4 million net worth through the transition into retirement&mdash;breaking down how to replace a paycheck, navigate Social Security and taxes, help adult children, and decide what they can truly afford. Plus, they fast-forward 10 years to reveal which retirement decisions mattered most.

https://api.omny.fm/orgs/98a2599f-cd9b-4f2a-9be4-b22c00e585f2/clips/cb569761-e55c-481a-ad5a-b4bb00713417/transcript

On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain how to stress-test your portfolio before the next market downturn, why retirement planning can look surprisingly different for people without children, and what homeowners can learn from the latest trends at Cincinnati’s Homearama. Plus, they tackle how to coordinate your financial team, where commercial real estate fits in a portfolio, helping a child start a business, and an important new 401(k) catch-up rule for higher earners.

On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain how to stress-test your portfolio before the next market downturn, why retirement planning can look surprisingly different for people without children, and what homeowners can learn from the latest trends at Cincinnati&rsquo;s Homearama. Plus, they tackle how to coordinate your financial team, where commercial real estate fits in a portfolio, helping a child start a business, and an important new 401(k) catch-up rule for higher earners.

https://api.omny.fm/orgs/98a2599f-cd9b-4f2a-9be4-b22c00e585f2/clips/312ae32c-f2fd-4b40-a0a5-b4b900f55744/transcript

On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain why the first five years of retirement can make or break your financial plan, how a rising market can quietly increase the risk in your portfolio, and why having enough money to buy something doesn’t necessarily mean you should. Plus, they tackle tax-loss harvesting pitfalls, managing concentrated company stock, and why today’s mortgage rates shouldn’t be the only factor driving your decision to buy a home.

On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain why the first five years of retirement can make or break your financial plan, how a rising market can quietly increase the risk in your portfolio, and why having enough money to buy something doesn&rsquo;t necessarily mean you should. Plus, they tackle tax-loss harvesting pitfalls, managing concentrated company stock, and why today&rsquo;s mortgage rates shouldn&rsquo;t be the only factor driving your decision to buy a home.

https://api.omny.fm/orgs/98a2599f-cd9b-4f2a-9be4-b22c00e585f2/clips/ec4a5b90-6afa-42a1-987d-b4b9007b5346/transcript

Simply Money presented by Allworth Financial

In 1 playlist(s)

Simply Money

Social links

Follow podcast

Recent clips