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.

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Episodes

Friday Nov 17, 2023

Is the Fed about to achieve the magical ‘soft landing?’ Steve and Amy break down the new inflation numbers.
Plus, pain in the housing market, the financial benefits of giving, and retirement ‘fact or fiction.’

Friday Nov 10, 2023

Are all of those Fed interest rate hikes finally starting to slow the economy? Allworth’s Steve Hruby, Brian James and Andy Stout discuss.
Plus, key moves that will derail you on the road to financial independence.

Friday Nov 03, 2023

Did the Fed just finish raising interest rates? Amy and Steve break down the clues that suggest it’s possible.
Plus, they reveal the amounts you can contribute to your retirement accounts in 2024.

Friday Oct 27, 2023

Some recent headlines suggest a stock market crash could happen. Amy and Steve keep you from freaking out.
Plus, the financial mistake that one in four couples is making that can be fixed in minutes.

Friday Oct 20, 2023

War in the Middle East. Turmoil in Congress. Is it time to lower your portfolio risk? Steve and Allworth Advisor Michael Coates explain why the key for investors right now is calm.
Plus, the danger of thinking you won’t live long, and major misconceptions about Social Security.

Friday Oct 13, 2023

Why won’t the inflation rate drop? Steve and Amy look under the hood.
Plus, tax moves to consider right now, and when retiring early makes sense, and when it doesn’t.

Friday Oct 06, 2023

Do you know when you are about to railroad your path to financial independence? Steve and co-host Steve Hruby examine the warning signs.
Plus, the key questions to ask when receiving an inheritance, and we answer your questions.

Friday Sep 29, 2023

When your portfolio drops in value, what should you do? Amy and Steve examine several strategies out there and come to a conclusion that is best for most investors.
Plus, they discuss when it’s time to fire your advisor, and play retirement ‘fact or fiction.’

Friday Sep 22, 2023

The Federal Reserve decided to leave interest rates alone. Steve and co-host Steve Hruby examine the implications of the move and what the Fed could do next.
Plus, the financial impact of marrying later in life, how to save on vacation rentals, and you ‘Ask the Advisor.’

Friday Sep 15, 2023

What should you make of the latest inflation data? Steve and co-host Steve Hruby look under the hood to uncover the real story.
Plus, they discuss the ultimate example of timing the market and why they consider it gambling.

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