For more than 20 years, the Simply Money radio show has provided straightforward and entertaining explanations of how the economy and stock market affect your wealth. Join Allworth advisors Bob Sponseller and Brian James from our Cincinnati team as they offer unique financial perspectives—along with smart tax and estate planning strategies—to help you make the most of your money. The information presented is for educational purposes only and is not intended to be a comprehensive analysis of the…
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On this episode of Simply Money presented by Allworth Financial, Bob and Brian expose five retirement "rules of thumb" that can quickly become rules of dumb, from automatically claiming Social Security at 62 to blindly following the 4% rule or rushing to pay off a low-rate mortgage. Plus, they break down the go-go, slow-go, and no-go years of retirement, discuss when staying loyal to an employer…
On this episode of Simply Money presented by Allworth Financial, Bob and Brian count down the 10 decisions that can make or break your retirement plan. Plus, they reveal why some "set it and forget it" investment strategies may deserve a second look, tackle your questions about tax-smart investing and helping the next generation, and explain why slowing down could save you from a costly financial…
On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the latest inflation numbers with Allworth Chief Investment Officer Andy Stout, what a weakening dollar and strong corporate earnings could mean for investors. Plus, they tackle new gas, grocery and supplement scams, smart Roth conversion and charitable giving strategies, and whether a cheaper first-class…
On this episode of Simply Money presented by Allworth Financial, Bob and Brian unpack the seven most common financial lies we tell ourselves - from "I'll be happy when I have more money" to "I'll figure it out on my own." These aren't just small white lies; they're deeply emotional narratives that can quietly sabotage your financial future. Whether you're navigating lifestyle creep, market timing…
On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down why so many people who have done everything right-saved, invested, and built significant wealth-still don't feel confident about their financial future. They explore the difference between passive decision-making and intentional planning, the two factors that truly move the needle, and why "hoping it all…
On this episode of Simply Money presented by Allworth Financial, Bob and Brian tackle a question that hits differently when you've built real wealth: if the market dropped 20% tomorrow, what would you actually do? They walk through the emotional and mathematical realities of managing a $2-10 million portfolio, why risk tolerance and plan design don't always align, and how shifting from…
On this episode of Simply Money presented by Allworth Financial, Bob and Brian tackle a critical question for investors: what happens if the next decade of market returns doesn't cooperate-and does your financial plan rely on strong returns just to survive? They break down how to properly stress test your retirement plan using real-world scenarios, Monte Carlo analysis, and the importance of…
On this episode of Simply Money presented by Allworth Financial, Bob and Allworth Chief Investment Officer Andy Stout break down what a weakening jobs report could mean for interest rates, why strong corporate earnings continue to support stocks, and what's keeping pressure on the bond market. Then Brian joins Bob as they dig into Cincinnati's "slow and steady" housing market, what retirement…
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On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down what SpaceX's first earnings report as a publicly traded company says about the future of growth investing, discuss how to protect your finances while caring for aging loved ones, and answer listener questions on balancing fairness and family dynamics in estate planning-especially when one child takes on the…
On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain why today's market bubbles may be smaller-and less dangerous-than the ones investors remember from the dot-com era and the financial crisis. They also discuss when alternative investments like private equity actually make sense, sit down with Allworth Senior Estate Planning Specialist Paul Schwartz to share…
