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 Apr 21, 2023

We are keeping a close eye on company earnings for the first quarter of 2023. Steve, co-host Steve Hruby and Allworth Chief Investment Officer Andy Stout explain why investors should care about those earnings this time around.
Plus, tips to help your portfolio weather a recession, and the pros and cons of electric vehicles.

Friday Apr 14, 2023

For the past year and a half, investors have viewed slowing economic indicators as good news because it could mean the Fed will stop raising interest rates. Has fears of a recession changed the narrative? Steve, co-host Steve Hruby and Allworth Chief Investment Officer Andy Stout take a hard look at what’s next.
Plus, the power of Apple and Microsoft, and do you have enough money in your 401(k)?

Friday Apr 07, 2023

A Saudi-led group has announced it is going to cut oil production. Steve, co-host Steve Hruby, and Allworth Chief Investment Officer Andy Stout explain why, and examine the potential impact on investors, and drivers.
Plus, when Social Security could now run out, ways to protect your retirement money, and how to keep from getting ripped off when using a rental home.

Friday Mar 31, 2023

Fed chair Jerome Powell says the nation’s central bank won’t cut interest rates in 2023. Steve, co-host Steve Hruby, and Allworth Chief Investment Officer Andy Stout examine why Wall Street doesn’t believe him.
Plus, how failing to prepare is preparing to fail, and the power of asking for help when it comes to your money.

Friday Mar 24, 2023

The Fed just decided again to increase the amount it will cost you to borrow money. Steve and Allworth advisor and co-host Steve Hruby examine the potential impact this latest move could make.
Plus, avoiding the mistake many investors make this time of year, and can money truly buy happiness? We’ve got the results of a new study.

Friday Mar 17, 2023

The banking industry is in turmoil. Amy and Allworth advisor Brian James break down the questions to ask to make sure your money is protected.
Plus, they help with Roth conversion decisions, discuss mobile wallet dangers, and explain what to do with unused gift cards.

Friday Mar 03, 2023

When will the price of everything come down? Steve, co-host Steve Hruby, and Allworth Chief Investment Officer Andy Stout discuss new economic data that might be frustrating the Fed.  
Plus, fighting credit card debt, changing your password habits, and how much do you need to retire? It’s a trick question.  

Friday Feb 24, 2023

David Letterman had his top 10 list. Amy and Steve have 10 ways to save for retirement.
Plus, help for the so-called “sandwich generation”, details on a scam targeting your credit card, and we play retirement fact or fiction.

Friday Feb 17, 2023

Inflation did not cool off in January like many had hoped. Steve and Allworth advisor Andy Shafer discuss the ramifications for investors.
Plus, a common tax question answered, the overlooked part of retirement planning, and where to lower your energy costs.

Friday Feb 10, 2023

Will the red-hot labor market force the Fed to raise interest rates more times than economists predict? Co-hosts Steve Sprovach and Steve Hruby discuss the ramifications with Allworth Chief Investment Officer Andy Stout.
Plus, the problems with annuities, financial habits to embrace in 2023, and more!

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