Simply Money

On this episode of Simply Money presented by Allworth Financial, Bob and Brian reflect on the 25th anniversary of 9/11, the extraordinary resilience Americans showed in the aftermath, and the lessons investors can still take from that uncertain period. They look back at how markets responded, why trying to time your way around a crisis can backfire, and how a strong financial...

On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the key financial moves that matter most in every decade of your life—from building wealth in your 20s and 30s to protecting it in your 40s and preparing for retirement in your 50s and beyond. They also explain how hidden tax traps can develop inside brokerage accounts, answer listener q...

On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain why your net worth may not tell the full story of your financial health, how to identify your most valuable asset at every stage of life, and why forgotten 401(k)s deserve a closer look. Plus, they tackle retirement spending, helping your kids financially, concentrated stock positions, and ...

On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the surprisingly strong jobs report and what it could mean for interest rates, reveal a little-known way some high earners can put significantly more into their 401(k), and explain when Roth conversions and charitable remainder trusts make sense. Plus, the end-of-summer home repairs that...

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