Friday Apr 03, 2026

What Smart Investors Are Doing With Their Portfolios Right Now

On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down why investors aren’t panicking despite rising geopolitical tensions, what that means for your portfolio, and how to prepare for volatility with smart planning, liquidity, and tax strategies—plus insights on life insurance decisions, concentrated stock risk, selling a business, Roth conversions, and why having proactive family conversations about long-term care matters more than ever.

Comment (0)

No comments yet. Be the first to say something!

Copyright 2019 All rights reserved. 398940

Podcast Powered By Podbean

Version: 20241125