x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

Simply Money by Allworth Financial

Allworth Financial

Simply Money is a weekly collection of segments that cover wealth strategies for high-net-worth investors. Allworth advisors Bob Sponseller and Brian James tackle: -Roth conversions-Tax strategies-Estate planning-Portfolio allocation-Retirement timing Take Simply Money with you. Download the show wherever you get your podcasts.

business investing

All Episodes

38:43

The Worst ‘Smart’ Money Advice That Could Cost You...

Simply Money by Allworth Financial ·

2025/10/03

On this week’s Best of Simply Money podcast, Bob and Brian unpack the “smart-sounding” money advice that can quietly sabotage your future—from skipping Roth conversions and “going broke safely” in cash, to estate-planning myths that lead to probate messes, and being sold permanent life insurance instead of building a tax-smart strategy. Plus, they tackle oversized RMDs, executor pitfalls with business interests, smarter stock-option exercises, and whether to migrate from mutual funds to ETFs or

en

39:11

Fed Rate Cuts, Roth Rules, and Retirement Risks

Simply Money by Allworth Financial ·

2025/09/26

On this week’s Best of Simply Money podcast, Bob and Brian get Allworth Chief Investment Officer Andy Stout’s take on the Fed’s latest rate cut and what it really means for investors. They also cover new IRS rules pushing high earners’ 401(k) catch-ups into Roths, why HSAs are the most overlooked tax break, and how to protect your retirement from sequence of return risk. Plus, real listener questions on private REITs, pensions, and illiquid wealth—and a quick December tax trick that could save you

en

38:39

10 Tough Money Lessons Every Investor Needs to Hear

Simply Money by Allworth Financial ·

2025/09/19

On this week’s episode of Simply Money, Bob and Brian put on their “tough teacher hats” to deliver some advice you may not want to hear, but absolutely need to hear. Just because you’ve saved $2 million, $3 million, or even $5 million doesn’t mean you’re automatically set for life. Their lessons cover why retirement isn’t a vacation but a paycheck replacement plan, why your kids don’t need another check but a financial strategy, how treating your portfolio like a casino can wreck decades of hard

en

38:39

Alternative Investments, AI Valuations, and the Risk...

Simply Money by Allworth Financial ·

2025/09/12

On this week’s episode of Simply Money, Bob and Brian break down the growing role of alternative investments inside retirement plans — and why you should be cautious before diving in. They also tackle whether today’s AI excitement is the new dot-com bubble, the lessons behind a shocking $4 million hospital bill, and what nearly 600,000 new 401(k) millionaires can teach us about long-term discipline. Plus, you’ll hear a personal story about how being overconcentrated in one stock devastated a family

en

38:36

Inflation, Charitable Giving Changes, and Avoiding...

Simply Money by Allworth Financial ·

2025/09/05

On this week’s Best of Simply Money podcast, Bob and Brian break down what the Fed’s preferred inflation gauge is signaling and why mortgage rates may stay stubbornly high despite potential rate cuts.They also explain new tax rules coming in 2026 that could change how you give to charity, and highlight a new study showing many retirees may outlive their savings. Plus, they unpack the “action trap” that even smart investors fall into, compare retirement systems around the world, and tackle your

en

38:38

How Smart Investors Protect Wealth in a Noisy World

Simply Money by Allworth Financial ·

2025/08/29

Markets are up, Nvidia is booming, and Taylor and Travis are engaged — but what does any of that mean for your financial plan? On this week’s Best of Simply Money podcast, Bob and Brian cut through the noise to show why successful investors don’t chase fads or panic over headlines. From maximizing cash yields to making smart decisions about Roth conversions, inheritances, and even prenups, Bob and Brian explain how discipline and planning — not hype — are what protect and grow wealth.

en

38:46

Four Hidden Forces That Shape Every Money Decision,...

Simply Money by Allworth Financial ·

2025/08/22

Ever wonder why even the smartest financial plans sometimes fail in real life? On this week’s Best of Simply Money podcast, Bob and Brian unpack the four invisible forces—emotional, social, generational, and logical—that quietly drive every financial decision you make. From keeping up with friends at dinner parties to the money scripts you inherited from your parents, they’ll reveal how these hidden influences can sabotage your best-laid plans—and how to get back in control.Bob and Brian also dive

en

37:47

Is This the Calm Before the Rate Cut? CPI, Cash...

Simply Money by Allworth Financial ·

2025/08/15

On this week’s Best of Simply Money podcast, Bob and Brian break down the latest July inflation report and explain why the Fed might finally be ready to cut rates in September. They also dissect investor fears of stagflation and clarify why today's market isn't the 1970s all over again. Later, they dig into why now might be the right time to lock in short-term yields for your cash, whether direct indexing makes sense for higher-net-worth investors, and how to think about pulling money in retirement

en

38:40

Market Jitters, Social Security Uncertainty, Smart...

Simply Money by Allworth Financial ·

2025/08/09

Has the stock market finally hit choppy waters? On this week’s Best of Simply Money podcast, Bob and Brian unpack what the latest jobs report tells us about the economy—and what it means for your portfolio. From resilient job numbers to a rate pause by the Fed, there's a lot to navigate.Plus, what the future of Social Security means for you and how to use ETFs the smart way.

en

38:40

Market Predictions, P&G Layoffs, and the Truth About...

Simply Money by Allworth Financial ·

2025/08/01

On this week’s Best of Simply Money podcast, bold market forecasts are flying, but how accurate have past predictions been? Bob and Brian break it down.Plus, they clear up the confusion surrounding a viral Social Security tax email and discuss the mental trick that could boost your retirement savings.

en

38:40

Riding Record Highs, AI Investing Myths, and the...

Simply Money by Allworth Financial ·

2025/07/25

On this week’s Best of Simply Money podcast, Bob and Brian dig into what investors should—and shouldn’t—do when the stock market keeps hitting record highs. Should you cash out or lean in? Behavioral finance, loss aversion, and portfolio strategy all come into play. Plus, hear how tools like direct indexing, buffered ETFs, and structured notes can help high-net-worth investors stay smart amid the noise.Then, a reality check on retirement: new data reveals more Americans tapping their 401(k)s early,

en

38:40

Your Mind vs. Your Money: How Emotions Quietly Derail...

Simply Money by Allworth Financial ·

2025/07/18

On this week’s Best of Simply Money podcast, Bob and Brian tackle the invisible force that can quietly wreck your retirement plan—your own mind. From action bias to overconfidence, scarcity to status quo traps, they unpack the psychological pitfalls that can sabotage even the best investment strategy.Learn why your childhood money lessons still echo in your financial decisions today, how FOMO can lead to costly mistakes, and why behavioral coaching may be your greatest financial asset. If you’ve

en

37:46

Financially Comfortable? The Hidden Risks You Can’t...

Simply Money by Allworth Financial ·

2025/07/11

Think you're financially secure? If you've got a solid portfolio, a vacation home, or even just a nice cushion saved up, this episode is for you. Bob and Brian uncover the overlooked threats that can sink your financial ship—from lacking umbrella insurance and cybersecurity exposure to the dangers of a sloppy estate plan.They also tackle the pitfalls of over-concentration in company stock and the myth of diversification. Plus, how to fireproof your finances from family drama. If you’ve built

en

38:24

Midyear Market Check: Resilience Amid the Headlines

Simply Money by Allworth Financial ·

2025/07/04

As 2025 hits the halfway mark, what do the markets, the economy, and your portfolio really look like? On this week’s Best of Simply Money podcast, Bob and Brian dissect the surprising strength of the markets despite geopolitical tensions, tariff fights, inflation fears, and political division. They explore what’s fueling the market’s growth, the role of earnings and inflation, and why long-term investors should stay the course.Plus, insights into Kroger’s strategy shift, the truth about dividend

en

39:04

Should You Bail on the Market During Global Chaos?

Simply Money by Allworth Financial ·

2025/06/27

From wars and terror attacks to political strife, global events can shake our nerves—but should they shake our investments too? On this week’s Best of Simply Money podcast, Bob and Brian explore how markets have historically responded to geopolitical turmoil, and why staying the course with a solid financial plan could be your smartest move.Plus, a deep dive into the boom in annuity sales and the real costs of those "guarantees," and an important warning about using AI for your online

en

37:12

The Life You Want, On Your Terms: Discover Financial...

Simply Money by Allworth Financial ·

2025/06/13

Is the traditional idea of retirement outdated? On this week’s Best of Simply Money podcast, Bob and Brian challenge the old-school dream of "never working again" and introduce a more dynamic vision: financial flexibility. Discover how shifting your mindset—and your financial strategy—can unlock purpose, passion, and peace of mind in your later years.

en

38:39

Are You Rich or Just Comfortable? The Truth About...

Simply Money by Allworth Financial ·

2025/06/06

Think a $2 million nest egg makes you rich? On this week’s Best of Simply Money podcast, Bob and Brian break down the often misunderstood line between being wealthy and being truly financially independent. From benchmark net worth stats to the emotional rollercoaster that accompanies money management, they dive into the crucial questions every high-earner should ask themselves before and during retirement.You’ll also learn why knowing your spending habits matters more than your net worth, how to

en

38:00

The #1 Mistake Even Smart Investors Make — And How to...

Simply Money by Allworth Financial ·

2025/05/30

On this week's Best of Simply podcast, Bob and Brian uncover the most common mistake even successful savers make with their money — and it’s not what you’d expect. Learn why having multiple accounts without a strategy could be sabotaging your financial future.They also break down how to manage concentrated stock positions, the role of buffered ETFs in today's volatile markets, and why the first 10 years of retirement spending matter more than you think. Plus, a 5-minute task that could save you

en

37:24

Why Smart People Make Dumb Money Decisions

Simply Money by Allworth Financial ·

2025/05/23

On this week’s Best of Simply Money podcast, Bob and Brian explore why even the smartest people can make lousy financial decisions — and what you can do to avoid the same traps.Then, why Gen X may be facing the toughest retirement landscape yet… and what can still be done about it. Plus, building your personal brand in retirement, and you ‘Ask the Advisor.’

en

38:12

The Value of Money, How to Stress-Test Your...

Simply Money by Allworth Financial ·

2025/05/16

On this week’s Best of Simply Money podcast, Bob and Steve take a step back from the usual market talk and get personal - asking a simple but powerful question: What does money really mean to you?Is it security? Freedom? Maybe status? Everyone sees money differently, and Bob and Steve dig into how those views shape the financial decisions we make—often more with our hearts than our heads. They also walk through how to stress-test your financial plan (without freaking out), and why emotions can

en

202 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...