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

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

38:14

When the Economy Goes Off Script: Lessons from 40...

Best of Simply Money ·

2025/11/14

On this week’s Best of Simply Money podcast, Bob and Brian explore how your financial plan should stay steady even when the economy doesn’t follow the script. From the double-digit interest rates of the 1980s to the AI-fueled market surge of 2023–24, they unpack the mixed signals investors have faced over the last 40 years—and what you can learn from the surprises. They also dive into how innovations from State Street could reshape your 401(k), how to make smart open enrollment choices, and

en

38:38

AI’s Investment Impact, Global Investing Made Simple,...

Best of Simply Money ·

2025/11/07

On this week’s Best of Simply Money podcast, Bob and Brian dive deep into the AI investment craze that’s dominating headlines. Are we too late to cash in? Or is this just the beginning of a new economic era? They break down the hype, the risks, and the smarter way to invest—without trying to pick a winner. Plus, why international investing may deserve another look, a fresh update on the real estate market, and how to break out of financial decision paralysis. Finally, your listener questions on

en

38:36

Fed Insider Loretta Mester on Rate Cuts and...

Best of Simply Money ·

2025/10/31

On this week’s Best of Simply Money podcast, Bob and Brian welcome former Cleveland Fed President Dr. Loretta Mester for a rare insider’s view into how interest rate decisions are made, why 2% inflation remains so elusive, and how the Fed stays focused amid political noise. She also recounts navigating the economy through COVID and shares what makes Ohio’s economy uniquely resilient.Then, Bob and Brian shift gears to dissect huge earnings reports from Microsoft, Meta, Alphabet, and Nvidia — and

en

39:03

The Retirement Mirage: Why Your "Magic Number" Might...

Best of Simply Money ·

2025/10/24

On this week’s Best of Simply Money podcast, Bob and Brian challenge the myth of the "magic number" in retirement planning. Just because you've hit $2 million or even $5 million doesn’t mean your future is locked in. Plus, hear stories of high-net-worth individuals navigating the pitfalls of poorly structured wealth. Later, they discuss new research showing that early retirement might actually shorten your life, how to use your empty nest phase for a financial makeover, and whether it’s possible to

en

38:39

Happy Birthday, Bull Market: Lessons from Three Years...

Best of Simply Money ·

2025/10/17

On this week’s Best of Simply Money podcast, Bob and Brian celebrate the third birthday of the latest bull market — and reflect on what an 85% rise in the S&P 500 since 2022 really teaches long-term investors. Then, they explore a hidden risk for high-net-worth investors: complacency. When your wealth grows, it’s easy to think it’ll manage itself. Bob and Brian share how rebalancing, tax strategies, and proactive planning can keep success from turning into vulnerability. Plus, the team answers

en

38:57

Are You Really Wealthy — or Just Riding the Market?

Best of Simply Money ·

2025/10/10

On this week’s Best of Simply Money podcast, Bob and Brian warn against the “paper wealth trap” — mistaking market highs for lasting financial security. They break down how to turn temporary gains into durable wealth with proper liquidity, diversification, and planning. You’ll also hear why buffered ETFs are drawing billions from investors — and when they actually make sense. Plus, real estate pro Michelle Sloan joins to weigh in on the age-old question: rent or buy? And in ‘Ask the Advisor’ — smart

en

38:43

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

Best of Simply Money ·

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

Best of Simply Money ·

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

Best of Simply Money ·

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...

Best of Simply Money ·

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...

Best of Simply Money ·

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

Best of Simply Money ·

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,...

Best of Simply Money ·

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...

Best of Simply Money ·

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...

Best of Simply Money ·

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...

Best of Simply Money ·

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...

Best of Simply Money ·

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...

Best of Simply Money ·

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...

Best of Simply Money ·

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

Best of Simply Money ·

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

188 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 -...