Best of Simply Money

The impact of the great wealth transfer, how long your savings should last you, and retirement fact or fiction.

$85 trillion dollars will soon be in the hands of younger generations. On this week’s Best of Simply Money podcast, Amy and Steve discuss how each generation should take advantage of this massive movement of money.

The Fed stays put, the proper 401(k) allocation, and why you might retire sooner than you want.

On this week’s Best of Simply Money podcast, Amy and Steve discuss the Fed’s decision to keep interest rates the same once again.
Plus, the questions to ask yourself when you are creating your 401(k) objectives.

A victory for investors on the road to retirement, a push to bring back pensions, and you ‘Ask the Advisor.’

The Department of Labor released its final version of a rule that will require certain so-called financial advisors to put your self-interest before theirs. On this week’s Best of Simply Money podcast, Amy and Steve discuss the implications of this move.
Plus, financial documents you should keep forever.

Investors stay the course despite Middle East tension and so should you.

On this week’s Best of Simply Money podcast, Amy and Allworth’s Andy Shafer explain why standing still during times of crisis is crucial on the road to retirement.
Plus, they discuss the danger of lowering 401(k) contributions, and spending strategies in retirement.

The fight to lower inflation hits a snag, a deep dive into financial literacy, and advice from the king of investing.

On this week’s Best of Simply Money podcast, Amy and Steve discuss the implications of a hotter than expected inflation report.
Plus, they tackle one of the most important issues when it comes to personal finance. Financial literacy.

The seven essential components of a proper financial plan.

If you want to one day live a life where you no longer have to worry about money, you need a solid financial plan. On this week’s Best of Simply Money podcast, Amy and Steve break down the key planning elements you need to make that happen.
Plus, a lesson on capital gains taxes, and Amy and Steve play retirement fact or fiction.

The impact of two years of interest rate hikes, a massive lawsuit against Apple, and retirement fact or fiction.

On this week’s Best of Simply Money podcast, Amy and Steve take a big picture look at how eleven interest rate hikes have affected monthly mortgage payments, car bills, and more.
Plus, why Apple isn’t immune to controversy and the takeaways for investors.

The Fed talks rate cuts and the market goes bonkers. Plus, how to become a 401(k) millionaire, overcoming the fear of Social Security’s future, and fi...

Powell speaks and the investors listen. On this week’s Best of Simply Money podcast, Amy and Steve discuss the news conference that spawned record stock market highs.
Plus, will the government yank Social Security benefits from you in the future? Amy and Steve take a deep dive into the situation.

Retirement mistakes you’ll regret forever, health options if you retire before 65, and the rising cost of dying.

On this week’s Best of Simply Money podcast, Amy and Steve discuss key errors that retirees make that will impact not only the retiree, but their heirs.
Plus, how to navigate healthcare costs if you decide to stop working before qualifying for Medicare.

The habits of successful investors, the magic of a 401(k), and we play retirement ‘Fact or Fiction.’

On this week’s Best of Simply Money podcast, Amy and Steve explain why you don’t have to be a millionaire to develop good habits on the road to retirement.  
Plus, how to move on financially following a layoff, and they reveal the top investing quotes of all time.