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

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Episodes

Friday Feb 03, 2023

On this week’s Simply Money podcast, Amy, Steve and Allworth Chief Investment officer Andy Stout examine whether the Fed is now winning its fight against inflation.
Plus, a congressional blunder that could impact retirement, and a look at when you should dip into your emergency fund.

Friday Jan 27, 2023

New economic data has some believing the Federal Reserve can achieve a soft landing afterall. Steve, Allworth advisor Steve Hruby, and Allworth Chief Investment Officer Andy Stout delve into the data.
Plus, how to save on taxes in 2023, and why knowing your life expectancy could be the difference between financial freedom or financial ruin.    

Friday Jan 20, 2023

Where is the stock market headed in 2023? Amy, Steve and Allworth Chief Investment Officer Andy Stout explore the key factors that will tell the tale.
Plus, the problem with robo-advisors, the impact taxes have on your retirement, and the fight over non-compete agreements.

Friday Jan 13, 2023

The inflation rate dropped again. Amy and Allworth advisor Steve Hruby discuss whether the Fed can actually achieve a “soft landing” and finally calm down the markets.
Plus, a breakdown of the financial moves to avoid this year, why you should be well-versed about your credit score, and you “Ask the Advisor.”

Friday Jan 06, 2023

2022 was a brutal year for the stock market. Amy and Steve discuss the factors that would make 2023 a better year for your financial life.
Plus, the Secure Act 2.0 explained, financial resolutions you should make right now, and what to do with that bonus you may have received.

Friday Dec 30, 2022

Warren Buffett has amassed billions using investing strategies that Amy and Steve preach about every week. Hear their biggest takeaways from the “Oracle of Omaha.”   
Plus, we’ll “Ask the Advisor”, reveal the signs that you’ll outlive your money, and talk about the power of the lunch break.

Friday Dec 23, 2022

If you could describe 2022 in one word, the answer might be “volatile.” Amy, Steve and Allworth Chief Investment Officer Andy Stout discuss whether the start of 2023 will remain uncomfortable.  
Plus, ‘tis the reason for scams, signs you are not ready to retire, and is now the time to ask for a raise?

Friday Dec 16, 2022

Seven interest rate hikes in 2022, and perhaps more to come. How much more pain can your portfolio take? Amy and Steve explain why it’s so important to ignore the noise.
Plus, the tax implications of gifting your money, ways to help the financial hoarder in your life, and you “Ask the Advisor.”

Friday Dec 09, 2022

The Fed has raised interest rates six times in 2022. So why is inflation still high? Amy, Steve and Allworth Chief Investment Officer Andy Stout explain why investors need to remain patient.
Plus, why retailers are stalking you, FICO score facts you should be aware of, and how to teach kids about fad investments.

Friday Dec 02, 2022

December will be anything but boring in the financial world. Amy, Steve and Allworth Chief Investment Officer Andy Stout break down the key headlines to watch for.
Plus, another crypto firm goes bankrupt, how to prepare for a layoff, and a warning about retail credit cards.

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