Simply Money by Allworth Financial

Why now is an important time to review your financial plan, plus how to inflation-proof your portfolio.

They say you shouldn’t build a boat in the middle of stormy seas. On this Best of Simply Money podcast, Amy and Steve discuss the steps you should take with your money right now while the waters are calm.
Plus, they examine whether you should tweak your portfolio before tax cuts expire at the end of next year.

A cool inflation report, what the IRS doesn’t tax, and why some won’t get their 401(k) match.

For the first time in two years, the cost of goods and services did not rise. On this Best of Simply Money podcast, Amy and Steve examine the possible impact on interest rates.
Plus, they’ll take a look at when the time comes to give up financial control.

The power of fear and greed, 401(k) changes that would benefit you, and major purchases that retirees regret.

They are the two most powerful emotions investors act on. Fear and greed. On this Best of Simply Money podcast, Amy and Steve discuss the ramifications of those feelings with world renowned investment manager Apollo Lupescu.
Plus, they play some retirement ‘fact or fiction.’

SPECIAL EPISODE: Will the Presidential election impact your investments?

Some investors are wondering whether they need to tweak their portfolios as the race for the White House gets closer. Maybe even you. On this special episode of the Best of Simply Money podcast, Amy and Steve speak with a man known as the “secretary of explaining stuff.” He is Dimensional Fund Advisors Vice President Apollo Lupescu, and his precise data clearly shows how you should react.

1,282 reasons to stay invested in the stock market.

On this week’s Best of Simply Money podcast, Amy, Steve, and Allworth Chief Investment Officer Andy Stout provide concrete data that explains why getting in and out of the market is a horrible idea.
Plus, they discuss the warning signs of a bad investment.

An investor friendly inflation report, the return of the meme stock craze, and Social Security myths debunked.

On this week’s Best of Simply Money podcast, Amy and Steve discuss whether a cooler than expected inflation report has a bigger impact on your 401(k), or your wallet.
Plus, they discuss the impact that money has on mental health.

The impact of the great wealth transfer, how long your savings should last you, and retirement fact or fiction.

$85 trillion dollars will soon be in the hands of younger generations. On this week’s Best of Simply Money podcast, Amy and Steve discuss how each generation should take advantage of this massive movement of money.

The Fed stays put, the proper 401(k) allocation, and why you might retire sooner than you want.

On this week’s Best of Simply Money podcast, Amy and Steve discuss the Fed’s decision to keep interest rates the same once again.
Plus, the questions to ask yourself when you are creating your 401(k) objectives.

A victory for investors on the road to retirement, a push to bring back pensions, and you ‘Ask the Advisor.’

The Department of Labor released its final version of a rule that will require certain so-called financial advisors to put your self-interest before theirs. On this week’s Best of Simply Money podcast, Amy and Steve discuss the implications of this move.
Plus, financial documents you should keep forever.

Investors stay the course despite Middle East tension and so should you.

On this week’s Best of Simply Money podcast, Amy and Allworth’s Andy Shafer explain why standing still during times of crisis is crucial on the road to retirement.
Plus, they discuss the danger of lowering 401(k) contributions, and spending strategies in retirement.