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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Episodes

Friday Nov 25, 2022

Are you sabotaging your retirement plans? Amy and Steve help you overcome the barriers.
Plus, the key questions to ask if you want to make work an option and not an obligation.

Friday Nov 18, 2022

Inflation cooled off and the stock market went wild. Amy, Steve and Allworth Chief Investment Officer Andy Stout go beyond the numbers to explain what could happen next.
Plus, a discussion about FTX and the crypto crash, how to organize your investments, and the joy of giving your money away.

Friday Nov 11, 2022

Are Fed rate hikes finally lowering the rate of inflation? Amy and Steve explain why you still want to use your financial plan to stay the course.
Plus, why some could end up with a surprise tax bill, and could a slowing economy mean more layoffs? We’ll help you prepare should it happen to you.

Friday Nov 04, 2022

The Fed announced another jumbo interest rate hike. Amy and Allworth Chief Investment Officer Andy Stout break down the impact on you, and how you should treat your investments.  
Plus, the metaverse explained, a lesson on capital gains taxes, and a chance to “Ask the Advisor.”

Friday Oct 28, 2022

There is speculation that the Fed will soon slow its fight against inflation. Amy and Steve have a warning – don’t believe everything you hear.
Plus, great news about 401(k) contributions, a look at common mistakes parents make when paying for college, and an examination of the credit cards that work best for you.

Friday Oct 21, 2022

How much attention should you pay to wild, daily swings on Wall Street?  Amy and Steve provide some important perspective.
Plus, what the massive merger between Kroger and Albertsons could mean for you. Finally, is your 401(k) too conservative? Amy and Steve analyze the factors involved.

Friday Oct 14, 2022

The new inflation report caused wild swings on Wall Street. Amy and Steve explain the impact for long-term investors.
Plus, why you’ll want to get a jump on holiday shopping, and details on some amazing deals on cruises.

Friday Oct 07, 2022

Do you have emotional stamina when it comes to your money? Amy, Steve and Allworth Chief Investment Officer Andy Stout explain why now is a critical time to develop some.
Plus, the buzz words and phrases to look for when reading the fine print.

Friday Sep 30, 2022

The Fed will not back down in its fight to bring down inflation, and the markets are not happy about it. Amy, Steve and Allworth Chief Investment Officer Andy Stout explain why now is the time to stay the course.
Plus, should you take early retirement if your company offers it?  When the answer is yes, and when it’s no.

Friday Sep 23, 2022

The Fed announced another mega rate hike. Amy and Steve discuss the implications for your investments.
Plus, can you actually save too much for retirement? Why for some, the answer is yes.

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