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Simply Money

55KRC (WKRC-AM)
Market Volatility
Tariffs
S&P 500
US Economy
Long-Term Investing
Federal Reserve
Investment Strategies
401k
NASDAQ
Financial Planning
Stock Market
Wall Street
Tax Planning
Technology Stocks
Corporate Earnings
Interest Rates
Resilience
Housing Market
Inflation
Investing Strategies

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 pr... more

PublishesDailyEpisodes1133Founded9 years ago
Number of ListenersCategory
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Artwork for Simply Money

Latest Episodes

On this episode of Simply Money presented by Allworth Financial, Bob and Brian take a deep dive into what really happened in 2025 — and why the investing fundamentals they shared all year long held up once again. From President Trump’s return and a n... more

On this episode of Simply Money presented by Allworth Financial, Bob and Brian ask: What happens when the Federal Reserve is flying blind? With key October data potentially lost due to the government shutdown, Allworth CIO Andy Stout weighs in on wha... more

On this episode of Simply Money presented by Allworth Financial, Bob and Brian unpack four hidden forces that quietly drive high-stakes money choices—even when the spreadsheet says “go.” They share real “financial confessions” from successful investo... more

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On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain why inflation and interest-rate cycles look scarier in headlines than they are for long-term investors—zooming out from Volcker to near-zero rates to today to show... more

On this episode of Simply Money presented by Allworth Financial, Bob and Brian share the biggest regrets wealthy retirees face — and how to avoid them. They also cover how to turn severance into strategy, ways to protect your privacy from Google, lis... more

On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the looming government shutdown and what it could mean for your investments in the short term. They also dive into why investors are holding a record $7.7 trill... more

On this episode of Simply Money presented by Allworth Financial, Bob and Brian get Allworth Chief Investment Officer Andy Stout’s take on the Fed’s latest rate cut and what it really means for investors. They also cover new IRS rules pushing high ear... more

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Recent Guests

Al Riddick
Financial coach and budgeting expert
Game Time Budgeting
Episode: Simply Money
Mark Reckman
Estate planning expert
Wood and Lamping
Episode: Simply Money - 4/16/2025
Julie Bawke
Career expert giving insights on job changes and career crossroads.
Episode: Simply Money 04-15-25
Andy Stout
Chief Investment Officer at Allworth Financial
Allworth Financial
Episode: Simply Money - 4/10/2025
Michelle Sloan
Real estate expert and owner of Remax Time
Remax Time
Episode: Simply Money 9/4/2024

Hosts

Bob Sponseller
Co-host providing financial insights with a focus on personal finance education and market trends.
Brian James
Co-host offering guidance and strategies related to investment and wealth management.
Amy Wagner
Co-host bringing expertise in financial advice and practical strategies for wealth accumulation.

Talking Points

Recent interactions between the hosts and their guests.

Simply Money presented by Allworth Financial -- 12/29/25
Q: How do we adjust investment risk when that income fades gradually instead of stopping all at once?
You need a good cash flow plan, adjust your emergency fund, and consider gradually shifting your portfolio away from 100% accumulation mode.
Simply Money presented by Allworth Financial -- 12/29/25
Q: How do I design a portfolio around after-tax cash flow instead of just headline gross performance?
You should classify your income by tax treatment, use intentional asset location, separate cash flow generation from total return, and time your income withdrawals appropriately.
Simply Money - 9/24/2025
Q: Olivia in Fort Thomas says, we've saved $1.9 million and I'd like to semi-retire and consult part-time. How do we build a plan that blends work income with investment withdrawals?
Look at your expenses and income needs, and prioritize using consulting income before making withdrawals from pre-tax retirement accounts to manage tax efficiency.
Simply Money - 9/24/2025
Q: Robert says they're worth about $2.5 million, and they've got adult kids all over the country. How do they set up their estate plan so it's easy for their kids to administer from afar?
Ensure you have the right executor or successor trustee in place and consider using technology like Zoom for family discussions about the estate plan.
Simply Money - 9/24/2025
Q: Mark in Mount Lookout says we're worth around $1.5 million, and most of it is invested in mutual funds. Should we be considering direct indexing to achieve some tax efficiency?
Direct indexing can help achieve tax efficiency by allowing you to move individual stock positions around to harvest tax losses instead of being tied to mutual fund distributions.

Audience Metrics

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Listeners per Episode
Gender Skew
Location
Interests
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Age Range
Household Income
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Frequently Asked Questions About Simply Money

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

The content focuses on financial literacy, investment strategies, and the impact of economic trends on personal wealth. Discussions often revolve around timely and relevant topics such as Federal Reserve policies, inflation, tax planning strategies, retirement adjustments, and market volatility. The hosts leverage their expertise to provide actionable advice aimed at helping listeners navigate the complexities of personal finance. Regular features include expert insights from financial professionals, enhancing the educational value of the episodes. This podcast stands out for its practical approach to demystifying finance, making it accessible for both novice and experienced investors looking for guidance in managing their wealth and unders... more

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How many listeners does Simply Money get?

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What are the audience demographics for Simply Money?

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How many subscribers and views does Simply Money have?

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Which podcasts are similar to Simply Money?

These podcasts share a similar audience with Simply Money:

1. Allworth Financial‘s Money Matters
2. Best of Simply Money
3. Sound Retirement Radio
4. Ready For Retirement
5. Retire Sooner with Wes Moss

How many episodes of Simply Money are there?

Simply Money launched 9 years ago and published 1133 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?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Simply Money?

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What guests have appeared on Simply Money?

Recent guests on Simply Money include:

1. Al Riddick
2. Mark Reckman
3. Julie Bawke
4. Andy Stout
5. Michelle Sloan

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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