Simply Money by Allworth Financial
Allworth FinancialSimply 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.
| Publishes | Weekly | Episodes | 100 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain why many investors who think they’re diversified may actually have far more exposure to AI and semiconductor stocks than they realize, how concentration risk has s... more
On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain why the biggest risk to your retirement may have nothing to do with the stock market. From rising healthcare costs and long-term care planning to selling a busines... more
On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain what true diversification looks like in today's market—and why owning more investments doesn't always reduce risk. They also discuss a proposal that could bring pr... more
On this episode of Simply Money presented by Allworth Financial, Bob and Brian explore whether artificial intelligence is truly the next great investing revolution or just the latest market obsession, drawing lessons from railroads, oil, automobiles,... more
On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain why having millions saved for retirement still doesn’t guarantee financial freedom—and how many high earners unknowingly sabotage their own retirement plans throug... more
On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the modern midlife crisis—and why so many high earners are making more money than ever while feeling more trapped than ever at the same time. They discuss the r... more
On this episode of Simply Money, Bob and Brian break down the key life moments when calling your financial advisor can make—or cost—you thousands. They also tackle a surprising trend: why retirees with millions saved still feel financially insecure, ... more
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 s... more
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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 show concentrates on wealth-building strategies for high-net-worth listeners, blending practical financial planning with expert commentary from finance professionals and specialists in estate, tax, and insurance planning. Episodes commonly cover retirement timing, tax-efficient investing, and estate planning, often featuring guest experts who provide concrete, real-world guidance. The format combines advisor-led discussions with client-style scenarios, making complex topics like Roth conversions, direct indexing, and liquidity planning accessible. Notable strengths include a fiduciary, long-term planning perspective and frequent integration of real client stories to illuminate risk management, inheritance planning, and wealth transfer.... more
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How many listeners does Simply Money by Allworth Financial get?
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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. Money Matters by Allworth Financial
2. Retirement Answer Man
3. Retire With Purpose - The Retirement Podcast
4. Ready For Retirement
5. Retirement Starts Today
How many episodes of Simply Money by Allworth Financial are there?
Simply Money by Allworth Financial launched 7 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.
How do I contact Simply Money by Allworth Financial?
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What guests have appeared on Simply Money by Allworth Financial?
Recent guests on Simply Money by Allworth Financial include:
1. Michelle Sloan
2. Dave Hatter
3. Paul Schwartz
4. Jody Deutsch
5. Jeannie Young
6. Jody Deutz
7. Paul Schwarz
8. Julie Balky
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.