Simply Money by Allworth Financial

Simply Money is a weekly collection of segments that cover wealth strategies for high-net-worth investors. Allworth advisors Bob Sponseller and Brian James tackle:

-Roth conversions
-Tax strategies
-Estate planning
-Portfolio allocation
-Retirement timing

Take Simply Money with you. Download the show wherever you get your podcasts.

Listen on:

  • Podbean App
  • Spotify

Episodes

Friday Apr 12, 2024

On this week’s Best of Simply Money podcast, Amy and Steve discuss the implications of a hotter than expected inflation report.
Plus, they tackle one of the most important issues when it comes to personal finance. Financial literacy.

Friday Apr 05, 2024

If you want to one day live a life where you no longer have to worry about money, you need a solid financial plan. On this week’s Best of Simply Money podcast, Amy and Steve break down the key planning elements you need to make that happen.
Plus, a lesson on capital gains taxes, and Amy and Steve play retirement fact or fiction.

Friday Mar 29, 2024

On this week’s Best of Simply Money podcast, Amy and Steve take a big picture look at how eleven interest rate hikes have affected monthly mortgage payments, car bills, and more.
Plus, why Apple isn’t immune to controversy and the takeaways for investors.

Friday Mar 22, 2024

Powell speaks and the investors listen. On this week’s Best of Simply Money podcast, Amy and Steve discuss the news conference that spawned record stock market highs.
Plus, will the government yank Social Security benefits from you in the future? Amy and Steve take a deep dive into the situation.

Friday Mar 15, 2024

On this week’s Best of Simply Money podcast, Amy and Steve discuss key errors that retirees make that will impact not only the retiree, but their heirs.
Plus, how to navigate healthcare costs if you decide to stop working before qualifying for Medicare.

Friday Mar 08, 2024

On this week’s Best of Simply Money podcast, Amy and Steve explain why you don’t have to be a millionaire to develop good habits on the road to retirement.  
Plus, how to move on financially following a layoff, and they reveal the top investing quotes of all time.

Friday Feb 23, 2024

On this week’s Best of Simply Money podcast, Amy and Steve explain why the most admired companies may not make your retirement dreams come true.
Plus, why crypto ads are targeting baby boomers, new rules for inherited IRAs, and whether taking a pay cut is worth it.

Friday Feb 16, 2024

On this week’s Best of Simply Money podcast, Amy and Steve discuss whether January’s hotter than expected inflation report is cause for concern.
Plus, the impact sports betting could have on your taxes, and a look at when it makes sense to take Social Security.

Friday Feb 09, 2024

On this week’s Best of Simply Money podcast, Amy and Steve break down the list of specific errors you need to avoid making on the road to retirement.
Plus, navigating health insurance costs before turning 65, the new cost of dying, and when reducing income can make financial sense.

Friday Feb 02, 2024

On this week’s Best of Simply Money podcast, Amy and Steve explain why the Fed won’t commit to lowering interest rates in March.
Plus, they examine whether the Social Security trust fund is invested properly, and answer your retirement planning questions.

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