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PODCAST

Best of Simply Money

Allworth Financial

The Best-of Simply Money is a weekly collection of the best segments that originally aired for the daily show on 55KRC. We cover all topics that affect your wallet: insight into business news, consumer finance, and retirement planning.

business investing

All Episodes

37:46

Surviving Market Volatility Amid Trade War Talks

Best of Simply Money ·

2025/02/07

On this week’s Best of Simply Money podcast, Amy and Allworth advisor Bob Sponseller discuss the potential impact of a global trade war on your money. They show how the global economy is connected, especially how tariffs can affect everyday items like lumber and cars. Plus, they examine the volatile market reaction to tariff talks and explain the importance of not making hasty financial decisions based on market predictions.

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38:26

AI Stocks: What Investors Need to Know Now

Best of Simply Money ·

2025/01/31

On this week’s Best of Simply Money podcast, Amy and Allworth advisor Bob Sponseller delve into the whirlwind world of AI stocks and the unpredictability they bring to the investment landscape. With discussions around the emerging Chinese AI company DeepSeek and its potential market disruption, they explore the volatility affecting major tech giants like NVIDIA and Broadcom. Amy and Bob also navigate through the intricacies of financial predictions and their implications on your future.Then, they

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38:12

Unraveling the Psychology of Money: Key Behavioral...

Best of Simply Money ·

2025/01/24

On this week’s Best of Simply Money podcast, Amy and Allworth advisor Bob Sponseller delve into the often overlooked yet crucial aspect of financial decision-making - behavioral finance. They explore how common biases like overconfidence, loss aversion, and herd mentality can significantly influence your investment choices and financial outcomes.Through relatable anecdotes and expert insights, they shed light on the intertwining of psychology and finance. Understand how emotions such as fear and

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38:32

Retirement bucket lists, navigating capital gains...

Best of Simply Money ·

2025/01/17

On this week’s Best of Simply Money podcast, Amy and Allworth advisor Bob Sponseller delve into the art of retirement planning beyond just finances. Explore the exciting idea of creating a bucket list to give your retirement life purpose and structure, whether you're planning it alone or with a partner.They also discuss the importance of diversifying your investments and the risks associated with having too much stock in one company, offering practical advice on managing concentrated stock

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37:55

A major change to Social Security, misleading...

Best of Simply Money ·

2025/01/10

On this week’s Best of Simply Money podcast, Amy, Steve and Allworth advisor Bob Sponseller discuss the repeal of the Windfall Elimination Provision and Government Pension Offset. These changes will greatly benefit those with public pensions such as teachers, firefighters, and police officers, allowing them to receive full Social Security benefits alongside their pensions.They also tackle concerns about potentially misleading financial headlines that can lead investors to make hasty decisions

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37:51

Understanding the Great Wealth Transfer: What It...

Best of Simply Money ·

2025/01/03

On this week’s Best of Simply Money podcast, Amy and Steve dive into the topic of the Great Wealth Transfer, a significant financial phenomenon set to occur as the silent generation and baby boomers pass down $85 trillion in assets to Gen X and millennials over the next two decades.They explore the implications this wealth shift might have on society, individual financial planning, and the potential challenges it presents for younger generations. With insights into managing newfound inheritance,

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38:09

Unraveling the Essentials of Financial Planning: 7...

Best of Simply Money ·

2024/12/27

On this week’s Best of Simply Money podcast, Amy and Steve delve into the crucial elements of crafting a successful financial plan. This episode breaks down the seven major components necessary for a robust retirement strategy, starting with determining your retirement income needs. Learn how to account for expenses that disappear post-retirement and understand the phases of the go-go, slow-go, and no-go years.Discover effective debt management tactics aimed at ensuring a stress-free retirement

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38:14

"Market Panic: How One Chart Shook Investments"

Best of Simply Money ·

2024/12/20

On this week’s Best of Simply Money podcast, Amy and Steve delve into how one crucial chart can significantly impact the stock market and your 401k. In a lively discussion with Allworth advisor Bob Sponseller, they explore the emotional rollercoaster investors face during volatile market days and emphasize the importance of limited 401k checks to maintain peace of mind.The episode highlights recent market movements driven by Federal Reserve announcements, focusing on their "dot plot" and unexpected

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38:27

2025 Market Predictions: Fact or Fiction?

Best of Simply Money ·

2024/12/13

On this week’s Best of Simply Money podcast, Amy and Steve discuss the ever-popular topic of financial predictions, focusing on what the stock market could look like in 2025. They dive into the motivations behind market forecasts and why it's crucial not to let fear and greed drive your investment decisions.With mentions of recent bold predictions by various financial analysts, they emphasize the importance of sticking to a long-term financial plan regardless of speculative headlines. Tune in to

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38:11

Navigating the 'Magnificent Seven': Are You Truly...

Best of Simply Money ·

2024/12/06

On this week’s Best of Simply Money podcast, Amy and Steve delve into the dangers of investing in a market that's currently on a high. While it may seem like the best time to invest heavily in thriving stocks, such as those in the S&P 500, Amy and Steve caution listeners about the lack of true diversification.They also cover the latest offer from Robinhood – incentivizing rollovers of 401(k)s with a 1% match. While this might seem like an attractive proposal at first glance, Amy and Steve urge

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38:28

When to react to up and down markets, how to prepare...

Best of Simply Money ·

2024/11/29

On this week’s Best of Simply Money podcast, Amy and Steve delve into market dynamics and the optimal strategies to adopt when markets fluctuate.In this episode, listeners gain insights into the characteristics of bear and bull markets, learning the historical data and emotional impacts of each. Amy and Steve lay out practical advice for maintaining a long-term investment strategy that's resilient to market highs and lows. Plus, they discuss how to bounce back from a financial shock, and provide a

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38:08

Investments vs. fads, charitable giving techniques,...

Best of Simply Money ·

2024/11/22

On this week’s Best of Simply Money podcast, Amy and Steve dive into the intriguing world of investments versus fads. In this episode, they explore historical financial trends, discussing past fads like cryptocurrency, the dot-com bubble, Beanie Babies, the housing bubble, meme stocks, and NFTs. They highlight how these trends captivated public attention but often lacked solid investment fundamentals.Plus, they discuss the true cost of homeownership, and charitable giving techniques.

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38:15

Navigating market volatility post-election, preparing...

Best of Simply Money ·

2024/11/15

On this week’s Best of Simply Money podcast, Amy and Steve discuss how the markets are reacting to the anticipated pro-business policies of the incoming Trump administration. They explore the potential implications for stocks, bonds, and other investments, highlighting the importance of understanding market trends and avoiding reactionary financial decisions.They delve into specific examples, such as Tesla's soaring market valuation, and discuss the rising strength of the U.S. dollar. Plus, they

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38:09

Election Results and Your Investments: Stay the Course

Best of Simply Money ·

2024/11/08

On this week’s Best of Simply Money podcast, Amy and Steve delve into the implications of the recent presidential election on the financial markets and investment strategies.The episode also touches on the significance of the Federal Reserve's actions over political changes and encourages investors to control what they can, such as their spending and investment strategies, while letting go of factors beyond their control.

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38:02

Navigating Financial Forks: When to Call a Financial...

Best of Simply Money ·

2024/11/01

On this week’s Best of Simply Money podcast, Amy and Steve dive into pivotal life moments when reaching out to a financial advisor becomes essential. Whether it's an unexpected increase in income, a sudden job loss, or other major life changes, they discuss the importance of seeking professional guidance to navigate these financial crossroads effectively.They also explore the unique challenges faced by high earners not retired yet (HENRYs), offering strategies for tax-efficient savings and

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38:50

Navigating Tax Brackets and Investment Strategies for...

Best of Simply Money ·

2024/10/25

On this week’s Best of Simply Money podcast, Amy and Steve dive into the complexities of understanding your tax brackets and the impact on financial decisions. Many individuals are unaware of their effective tax rate, leading to misconceptions about their tax liabilities. Amy and Steve break down the new tax rates for 2025 and explain the importance of understanding the thresholds that determine your tax bracket.With the Trump tax cuts set to expire at the end of 2025, they discuss the potential

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38:23

Beyond Dollars: Building a successful retirement...

Best of Simply Money ·

2024/10/18

On this week’s Best of Simply Money podcast, Amy and Steve discuss the journey to financial independence and the crucial elements beyond just saving money. They emphasize the importance of open communication and shared goals between partners planning for retirement. Amy and Steve highlight the necessity of discussing expectations, worries, and visions for spending retirement years together.They also explore the concept of treating your home like a business, advocating for regular financial meetings

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38:45

Simply Money: Unmasking the realities of annuity...

Best of Simply Money ·

2024/10/11

On this week’s Best of Simply Money podcast, Amy and Steve delve into the world of annuity sales and the controversial practices surrounding them. As the labor department pushes for a fiduciary standard in the insurance industry, a senator's recent report sheds light on how conflicted advice can cost retirement savers up to 20% of their income. They explore the implications of this report and discuss the hidden incentives that could be influencing a financial advisor's recommendations.They also

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37:54

Road to Retirement: Outsmarting financial predictions...

Best of Simply Money ·

2024/10/04

On this week’s Best of Simply Money podcast, Amy and Steve delve into how you can become a smarter investor than the so-called experts on Wall Street. Discover why the experts often get it wrong, from predicting recessions to interest rate changes, and learn how to make smarter decisions for your financial future.They also explore the importance of understanding your 401(k) rollovers. Learn how a simple change in your investment approach can potentially add over $100,000 to your retirement

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38:32

Navigating Interest Rate Cuts and Market Reactions...

Best of Simply Money ·

2024/09/27

On this week’s Best of Simply Money podcast, Amy and Steve dive into the historical perspectives of interest rate cuts. With the Federal Reserve lowering rates for the first time in four years, they discuss the immediate market reactions and what this means for investors. Joining them is Allworth's Chief Investment Officer, Andy Stout, who provides expert insights into the Fed’s communication strategies and their impact on the markets.The episode also explores the potential for a recession in the

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189 results

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