Simply Money by Allworth Financial

When to react to up and down markets, how to prepare for the unexpected, and more!

On this week’s Best of Simply Money podcast, Amy and Steve discuss the moves to make when the markets are rising, and when they are not.
Plus, how to bounce back from a financial shock, and a list of items collecting dust that could be worth a fortune.

The biggest mistakes investors make, the financial advice people say they want, and you ‘Ask the Advisor.’

The road to financial independence is paved with bad decisions. Amy and Steve reveal common investing mistakes and how to overcome them.
Plus, advice for those who have a dual income and no kids, and Amy and Steve answer your questions in our ‘Ask the Advisor’ segment.

Inflation comes in a little hot, Bitcoin ETFs are approved, and we play retirement ‘fact or fiction’.

The data is out and inflation is a little hotter than expected. Amy and Steve break down what this will mean for interest rates going forward.
Plus, it’s now easier to invest in Bitcoin. But does that make the investment any safer?

Financial goals to set for 2024, stretching your money in retirement, and ways to save on that next big getaway.

What will 2024 hold for your money? How will the stock market do? Will we enter a recession? Amy and Steve break down what you can expect.
Plus, they reveal the financial goals that should be on everyone’s list for 2024.

The dirty little secrets of retirement

It’s no secret that having financial freedom later in life is a goal for many. However, there are some surprises that could derail your plan. Amy and Steve tell you what to look for.  
Plus, ways to prepare for an inheritance, maximizing the value of your birthday, and how to lower your auto insurance premium.

The worst financial predictions of 2023, a deep dive into the after-tax 401(k), and more.

They said 2023 would be painful. Boy were they wrong. Amy and Steve discuss the lessons to be learned from the so-called experts who blew their predictions.
Plus, when after-tax contributions to a 401(k) make financial sense.

A market milestone, bonds under attack, and why retirees might spend more than they thought they would.

The Dow Jones Industrial Average crossed a level never seen before. Steve and Amy explain the reasons why and discuss how investors should react.
Plus, they give their take on new research that suggests that a portfolio consisting of 100% stocks is the best allocation.

SPECIAL EPISODE: An interview with the founder and CEO of Jersey Mike’s.

Steve and Amy sit down with Peter Cancro, the man who turned one sub shop into a multibillion-dollar company.
Plus, they reveal the financial resolutions to make for 2024, and play a little retirement ‘fact or fiction.’

Predictions galore, charitable donation advantages, and four life events when you should call an advisor.

Will the stock market go boom or bust in 2024? Amy and Steve break down the newest predictions and explain why it’s all just a bunch of noise.
Plus the connection between your health and your money.

401(k) mistakes to avoid, a key time on the road to retirement, and sage advice from Warren Buffett

The 401(k) often holds the largest chunk of a nest egg. Amy and Steve discuss specific mistakes to avoid with that account if you want to both grow your money and protect it.
Plus, how genetics can play a role in the financial planning process.