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.

Simply Money presented by Allworth Financial
38:24

Simply Money presented by Allworth Financial
38:28

Simply Money presented by Allworth Financial
38:40