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Artwork for Simply Money by Allworth Financial

Simply Money by Allworth Financial

Allworth Financial
Inflation
Federal Reserve
Retirement Planning
Personal Finance
401(k)
401k
S&P 500
Social Security
Interest Rates
Financial Advisors
Fear
Greed
US Stock Market
401(k) Plans
Nvidia
Roth Conversions
Consumer Fear Index
CPI
Investment Philosophy
Estate Planning

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

Take Simply Money with you. Download the show wherever you get your podcasts.

PublishesWeeklyEpisodes100Founded6 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Simply Money by Allworth Financial

Latest Episodes

On this episode of Simply Money, 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 managi... more

On this episode of Simply Money, Bob and Brian break down the most expensive lies couples tell themselves about money—especially the dangerous comfort of saying “we’re fine” —and explain how a lack of communication around retirement timing, estate pl... more

On this episode of Simply Money, Bob and Brian break down why the financial decisions that feel boring or easy to postpone often have the biggest impact on long-term success. From overlooked beneficiary designations and withdrawal strategies to misse... more

On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down whether a strong January really sets the tone for the rest of the market. They explain why diversification is resurfacing as international stocks and small caps... more

On this week’s Best of Simply Money podcast, Bob and Brian issue a critical warning for anyone who’s never vetted their financial advisor—breaking down a real-life fraud case and how to protect yourself. They unpack whether gold belongs in your portf... more

On this week’s Best of Simply Money podcast, 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 deep... more

On this week’s Best of Simply Money podcast, Bob and Brian unpack the booming world of alternative investments—from gold and crypto to private equity and real estate. Is now the time to diversify beyond stocks and bonds? Plus, what big bank earnings ... more

On this week’s Best of Simply Money podcast, Bob and Brian reveal why January is the most strategic money month of the year. From harvesting capital gains and revisiting direct indexing strategies to maximizing donor-advised funds and managing idle c... more

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Recent Guests

Al Riddick
Financial coach focused on helping people develop proper money management strategies.
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Episode: Political Noise, Market Drops, Portfolio Protection, and Smart Diversification Moves
Andy Stout
Chief Investment Officer at Allworth Financial
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Episode: Wild Market Swings, Misleading Indices, and Long-Term Strategy
Julie Bawke
Expert on career advice
Episode: The hidden risks for high-net-worth investors, historic predictions that failed, and the power of diversification.
Josiel Erling
Representative from the Cincinnati Better Business Bureau
Better Business Bureau
Episode: New Inflation Data, Timing IRA Contributions, and Your 'Ask the Advisor' Questions Answered
Mark Rechman
Estate planning expert
Wood and Lamping
Episode: Unraveling the Psychology of Money: Key Behavioral Traits Impacting Finances
Josiel Erlich
Representative from the Cincinnati Better Business Bureau
Episode: A major change to Social Security, misleading financial headlines, and you ask the advisor.
Michelle Sloan
Real estate expert and owner of Remax Time
Sloan Sells Homes
Episode: Election Results and Your Investments: Stay the Course
Mark Reckman
Estate planning expert from the law firm of Wood and Lamping
Wood and Lamping
Episode: Navigating inflation, interest rates, and smart investing.
Apollo Lupescu
VP at Dimensional Fund Advisors, known as the Secretary of Explaining Stuff
Dimensional Fund Advisors
Episode: SPECIAL EPISODE: Will the Presidential election impact your investments?

Hosts

Amy Wagner
Co-host and financial expert focusing on consumer advice and financial literacy. Frequently emphasizes practical investment strategies and retirement planning.
Bob Sponseller
Co-host and financial consultant known for delivering insights on market trends and investment strategies. Advocates for informed financial decision-making.

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Talking Points

Recent interactions between the hosts and their guests.

Fed Holds Rates Steady, Bearish Predictions Miss the Mark, and How to Stay Ready for a Recession
Q: How do you tailor asset allocation for someone who's comfortable but not ultra-wealthy?
Tailor the strategy based on ongoing income, planned spending, investment portfolio, and risk tolerance.
Fed Holds Rates Steady, Bearish Predictions Miss the Mark, and How to Stay Ready for a Recession
Q: Am I overthinking diversification or is there a point where adding more investments actually hurts performance?
Diversification should include various asset classes, not just multiple funds of the same type. There is a sweet spot.
Fed Holds Rates Steady, Bearish Predictions Miss the Mark, and How to Stay Ready for a Recession
Q: How do I make sure my portfolio is tax-optimized in retirement if tax rates increase in the future?
Tax-loss harvesting for non-IRA accounts, considering Roth conversions, and evaluating tax-free options.
Political Noise, Market Drops, Portfolio Protection, and Smart Diversification Moves
Q: What should you do when an unexpected expense occurs?
Use your emergency fund or plan for such events with cash set aside.
Election Results and Your Investments: Stay the Course
Q: How can I ensure I don't lose track of my retirement accounts?
Be intentional with your retirement savings and track your accounts to avoid losing them, as many Americans have multiple 401ks from job changes.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Simply Money by Allworth Financial

What is Simply Money by Allworth Financial about and what kind of topics does it cover?

This audio experience offers insightful discussions surrounding consumer finance, investing strategies, and retirement planning, showcasing the highlights of previously aired segments. With a clear focus on demystifying financial concepts, the hosts tackle various topics ranging from current business news to practical investment advice, enabling listeners to better manage their finances. Noteworthy episodes include analyses of market volatility, investment strategies, and behavioral finance, providing a mix of expert tips and relatable anecdotes that resonate with everyday financial concerns. The content is structured to help individuals make informed decisions no matter their financial background, making it particularly valuable for listen... more

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Which podcasts are similar to Simply Money by Allworth Financial?

These podcasts share a similar audience with Simply Money by Allworth Financial:

1. Simply Money
2. Money Matters by Allworth Financial
3. The Ramsey Show
4. Retirement Starts Today

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Simply Money by Allworth Financial launched 6 years ago and published 100 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Simply Money by Allworth Financial?

Recent guests on Simply Money by Allworth Financial include:

1. Al Riddick
2. Andy Stout
3. Julie Bawke
4. Josiel Erling
5. Mark Rechman
6. Josiel Erlich
7. Michelle Sloan
8. Mark Reckman

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