Best of Simply Money

A market milestone, bonds under attack, and why retirees might spend more than they thought they would.

The Dow Jones Industrial Average crossed a level never seen before. Steve and Amy explain the reasons why and discuss how investors should react.
Plus, they give their take on new research that suggests that a portfolio consisting of 100% stocks is the best allocation.

SPECIAL EPISODE: An interview with the founder and CEO of Jersey Mike’s.

Steve and Amy sit down with Peter Cancro, the man who turned one sub shop into a multibillion-dollar company.
Plus, they reveal the financial resolutions to make for 2024, and play a little retirement ‘fact or fiction.’

Predictions galore, charitable donation advantages, and four life events when you should call an advisor.

Will the stock market go boom or bust in 2024? Amy and Steve break down the newest predictions and explain why it’s all just a bunch of noise.
Plus the connection between your health and your money.

401(k) mistakes to avoid, a key time on the road to retirement, and sage advice from Warren Buffett

The 401(k) often holds the largest chunk of a nest egg. Amy and Steve discuss specific mistakes to avoid with that account if you want to both grow your money and protect it.
Plus, how genetics can play a role in the financial planning process.

Inflation cools and the stock market goes bonkers.

Is the Fed about to achieve the magical ‘soft landing?’ Steve and Amy break down the new inflation numbers.
Plus, pain in the housing market, the financial benefits of giving, and retirement ‘fact or fiction.’

The state of the economy, a crackdown on poor retirement advice, and misconceptions about Social Security.

Are all of those Fed interest rate hikes finally starting to slow the economy? Allworth’s Steve Hruby, Brian James and Andy Stout discuss.
Plus, key moves that will derail you on the road to financial independence.

The Fed pauses again, 401(k) and IRA contribution limits revealed, and one major misconception about retirement.

Did the Fed just finish raising interest rates? Amy and Steve break down the clues that suggest it’s possible.
Plus, they reveal the amounts you can contribute to your retirement accounts in 2024.

Irresponsible financial headlines, where to find free money, and improving that scary retirement outlook.

Some recent headlines suggest a stock market crash could happen. Amy and Steve keep you from freaking out.
Plus, the financial mistake that one in four couples is making that can be fixed in minutes.

Why now is a critical time to adhere to the fundamentals of investing.

War in the Middle East. Turmoil in Congress. Is it time to lower your portfolio risk? Steve and Allworth Advisor Michael Coates explain why the key for investors right now is calm.
Plus, the danger of thinking you won’t live long, and major misconceptions about Social Security.

Inflation won’t budge, Social Security benefit details for 2024, and the pros and cons of retiring really early.

Why won’t the inflation rate drop? Steve and Amy look under the hood.
Plus, tax moves to consider right now, and when retiring early makes sense, and when it doesn’t.