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Artwork for Best of Simply Money

Best of Simply Money

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
Roth Conversions
Consumer Fear Index
Nvidia
Financial Advisor
CPI
Investment Philosophy

The Best-of Simply Money is a weekly collection of the best segments that originally aired for the daily show on 55KRC. We cover all topics that affect your wallet: insight into business news, consumer finance, and retirement planning.

PublishesWeeklyEpisodes100Founded6 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Best of Simply Money

Latest Episodes

On this week’s Best of Simply Money podcast, Bob and Brian explore whether we’re living through another tech bubble — this time fueled by artificial intelligence. Is the massive investment in AI setting us up for a painful correction in 2026? They di... more

On this week’s Best of Simply Money podcast, Bob and Brian uncover the crucial differences between financial advisors who are just going through the motions and those truly playing offense—actively helping high-net-worth clients reduce taxes, build l... more

On this episode of Simply Money presented by Allworth Financial, Bob and Brian reveal a stunning stat: just two companies—Alphabet and Nvidia—are responsible for a third of the S&P 500’s returns this year. If you think you’re diversified just because... more

On this week’s Best of Simply Money podcast, Bob and Brian break down the true art of asset location—why it’s not just about what you invest in, but where you hold those investments. They walk through real-life scenarios for high-net-worth investors,... more

On this week’s Best of Simply Money podcast, Bob and Brian ask the question every long-term investor should be thinking about right now: while the headlines fixate on the Fed, are we focusing on the wrong thing? Plus, what a major move involving a me... more

On this week’s Best of Simply Money podcast, Bob and Brian explore how your financial plan should stay steady even when the economy doesn’t follow the script. From the double-digit interest rates of the 1980s to the AI-fueled market surge of 2023–24,... more

On this week’s Best of Simply Money podcast, Bob and Brian dive deep into the AI investment craze that’s dominating headlines. Are we too late to cash in? Or is this just the beginning of a new economic era? They break down the hype, the risks, and t... more

On this week’s Best of Simply Money podcast, Bob and Brian welcome former Cleveland Fed President Dr. Loretta Mester for a rare insider’s view into how interest rate decisions are made, why 2% inflation remains so elusive, and how the Fed stays focus... more

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Recent Guests

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.
Andy Stout
Chief Investment Officer
Allworth Financial
Episode: The Wall Street roller-coaster ride, scary headlines exposed, and common mistakes to avoid if you want to retire early.
Al Riddick
From Game Time Budgeting, an expert on budgeting and finance
Game Time Budgeting
Episode: The Fed sets the stage for an interest rate cut, a lesson on election stress and investing, and mindset shifts to make for financial freedom.
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 of the financial insights segment, providing perspective on consumer finance and investment strategies, often bringing her experience in media to highlight the emotional aspects of financial decision-making.
Bob Sponseller
Co-host with a focus on providing sound financial advice rooted in personal finance education and investment planning, drawing from his background in financial services.

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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

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Listeners per Episode
Gender Skew
Location
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Frequently Asked Questions About Best of Simply Money

What is Best of Simply Money about and what kind of topics does it cover?

Focusing primarily on consumer finance and investing, the content is structured around key insights regarding financial markets, investment strategies, and business news that directly affects listeners' wallets. Episodes cover a wide array of topics such as interest rates, market volatility, and tax optimization strategies, often featuring discussions on the implications of economic changes and the importance of maintaining a diversified portfolio. Noteworthy is the emphasis on practical financial planning advice, with a consistent goal of equipping listeners to navigate their financial futures with confidence and clarity. Expect to find expert commentary on current events, alongside actionable tips and strategies for effective asset manage... more

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Which podcasts are similar to Best of Simply Money?

These podcasts share a similar audience with Best of Simply Money:

1. Simply Money
2. Allworth Financial‘s Money Matters
3. Big Picture Retirement®
4. Retirement Answer Man
5. Ready For Retirement

How many episodes of Best of Simply Money are there?

Best of Simply Money 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 Best of Simply Money?

Recent guests on Best of Simply Money include:

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

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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