Simply Money

On this episode of Simply Money presented by Allworth Financial, Bob and Brian examine whether the dominance of the Magnificent Seven is starting to fade, why owning the S&P 500 may leave you more concentrated than you realize, and how soaring valuations can create hidden risks for investors. Plus, they explain why diversification beyond mega-cap tech matters and how to r...

On this episode of Simply Money presented by Allworth Financial, Bob and Brian put a $3 million retirement plan through a series of financial crash tests—from market downturns and overspending to helping adult children and losing a spouse. Plus, they lay out a five-year retirement countdown, explain how to help your kids without creating financial dependence, uncover tax oppo...

On this episode of Simply Money presented by Allworth Financial, Bob and Brian expose five retirement “rules of thumb” that can quickly become rules of dumb, from automatically claiming Social Security at 62 to blindly following the 4% rule or rushing to pay off a low-rate mortgage. Plus, they break down the go-go, slow-go, and no-go years of retirement, discuss when staying ...

On this episode of Simply Money presented by Allworth Financial, Bob and Brian count down the 10 decisions that can make or break your retirement plan. Plus, they reveal why some “set it and forget it” investment strategies may deserve a second look, tackle your questions about tax-smart investing and helping the next generation, and explain why slowing down could save you fr...

On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the latest inflation numbers with Allworth Chief Investment Officer Andy Stout, what a weakening dollar and strong corporate earnings could mean for investors. Plus, they tackle new gas, grocery and supplement scams, smart Roth conversion and charitable giving strategies, and whether a c...