Best of Simply Money

The most common financial questions answered, what to do when your advisor is retiring, and you ‘Ask the Advisor.’

On this week’s Best of Simply Money podcast, Amy and Steve take the top questions investors ask financial advisors and answer them.
Plus, a breakdown of the estate documents you need.

A milestone in the fight against inflation, when you should call your financial advisor, and when buying travel insurance makes sense.

On this Best of Simply Money podcast, Amy and Steve break down the inflation report that could fuel an interest rate cut.
Plus, they discuss the benefits of automatic 401(k) enrollment, and when it’s time to reach out to your trusted financial planner.

Breaking down the first half of the year, steps to take to retire early, and does being rich matter?

On this Best of Simply Money podcast, Amy and Steve review the first half of 2024 and detail the mid-year financial checkup you should consider.
Plus, why being wealthy is more than just a number.

The calm before the storm, a deep dive into asset allocation, and when cash is NOT king.

The markets are in the midst of an extremely calm period. On this Best of Simply Money podcast, Amy and Steve discuss the reasons why, explain why it won’t last, and provide important context.

Why now is an important time to review your financial plan, plus how to inflation-proof your portfolio.

They say you shouldn’t build a boat in the middle of stormy seas. On this Best of Simply Money podcast, Amy and Steve discuss the steps you should take with your money right now while the waters are calm.
Plus, they examine whether you should tweak your portfolio before tax cuts expire at the end of next year.

A cool inflation report, what the IRS doesn’t tax, and why some won’t get their 401(k) match.

For the first time in two years, the cost of goods and services did not rise. On this Best of Simply Money podcast, Amy and Steve examine the possible impact on interest rates.
Plus, they’ll take a look at when the time comes to give up financial control.

The power of fear and greed, 401(k) changes that would benefit you, and major purchases that retirees regret.

They are the two most powerful emotions investors act on. Fear and greed. On this Best of Simply Money podcast, Amy and Steve discuss the ramifications of those feelings with world renowned investment manager Apollo Lupescu.
Plus, they play some retirement ‘fact or fiction.’

SPECIAL EPISODE: Will the Presidential election impact your investments?

Some investors are wondering whether they need to tweak their portfolios as the race for the White House gets closer. Maybe even you. On this special episode of the Best of Simply Money podcast, Amy and Steve speak with a man known as the “secretary of explaining stuff.” He is Dimensional Fund Advisors Vice President Apollo Lupescu, and his precise data clearly shows how you should react.

1,282 reasons to stay invested in the stock market.

On this week’s Best of Simply Money podcast, Amy, Steve, and Allworth Chief Investment Officer Andy Stout provide concrete data that explains why getting in and out of the market is a horrible idea.
Plus, they discuss the warning signs of a bad investment.

An investor friendly inflation report, the return of the meme stock craze, and Social Security myths debunked.

On this week’s Best of Simply Money podcast, Amy and Steve discuss whether a cooler than expected inflation report has a bigger impact on your 401(k), or your wallet.
Plus, they discuss the impact that money has on mental health.