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 Sep 16, 2022
Friday Sep 16, 2022
A poor inflation report sent markets tumbling. Amy and Steve examine the Fed’s next big move to try and bring prices down.
Plus, the red flags to look for if you plan on “unretiring.”
Friday Sep 09, 2022
Friday Sep 09, 2022
Is a soft landing possible? Will stocks tank? Is a bubble about to burst? Noisy financial headlines are everywhere you turn. Amy and Steve explain what you should focus on instead.
Plus, they speak to a national expert on behavioral decision making to examine why smart people make stupid financial moves.