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:

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  • Spotify

Episodes

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.

Friday Sep 08, 2023

The Fed might be finished hiking interest rates. Amy and Steve explain how to take advantage before it’s too late.
Plus, the price of grief and how to deal with it.

Friday Sep 01, 2023

When will the Federal Reserve start cutting interest rates? Steve, co-host Steve Hruby, and Allworth Chief Investment Officer Andy Stout discuss.
Plus, the danger of getting financial advice from a chatbot, and we play retirement ‘fact or fiction.’

Friday Aug 25, 2023

They said we would be in a recession by now. Steve, co-host Steve Hruby, and Allworth Chief Investment Officer Andy Stout show how so-called experts got it wrong again.
Plus, why boring is best when investing in your 401(k).

Friday Aug 18, 2023

What happened to that recession that was supposed to have happened by now? Steve, co-host Steve Hruby, and Allworth Chief Investment Officer Andy Stout discuss the chances of a ‘soft landing’ and explore the possibility of there being ‘no landing’.
Plus, the amount of money retirees could lose if Congress doesn’t fix an issue with the Social Security trust fund.

Friday Aug 11, 2023

Inflation remained stagnant in the month of July. Amy and Allworth advisor Brian James look at why some Fed members may not care this time around.
Plus, they discuss whether you should use the investment option of your health savings account? (HSA) Plus much more.

Friday Aug 04, 2023

The stock market recently hit a 16-month high. That’s the same time frame in which the Fed has raised interest rates, causing volatility. Did you get spooked and sell? Amy and Steve explain how the story of a fictional character can teach us all a lesson about staying the course.
Plus, the amount of stock exposure you need, and the importance of planning for healthcare costs.

Friday Jul 28, 2023

The Federal Reserve hiked interest rates for the 11th time in the last 16 months. Are they finished? Steve and co-host Steve Hruby discuss.
Plus, our team explains when investing in cash is a good thing, and when it isn’t. Then, our listeners “Ask the advisor.” Finally, a look at what to do with those unused gift cards.

Friday Jul 21, 2023

Shopping around for a financial advisor? Steve and co-host Steve Hruby break down the key questions to ask to find the right fit.
Plus, how to choose the right life insurance plan, our listeners “Ask the Advisor”, and where you can save a few bucks right away.

Friday Jul 14, 2023

Good news on the inflation front. Steve and co-host Steve Hruby break down both the headline inflation rate for June, and the “core” rate, which the Fed monitors closely.
Plus, is crypto coming to a 401(k) near you?

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