Rephonic
Artwork for Simply Money

Simply Money

55KRC (WKRC-AM)
Market Volatility
Tariffs
S&P 500
Federal Reserve
Interest Rates
Investment Strategies
Inflation
US Economy
Long-Term Investing
Stock Market
Tax Planning
Financial Planning
Government Shutdown
Phantom Income
401k
Retirement Planning
Corporate Earnings
Investments
Unemployment Rate
Investment Strategy

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

PublishesDailyEpisodes1244Founded9 years ago
Category
Business

Listen to this Podcast

Artwork for Simply Money

Latest Episodes

On this episode of Simply Money presented by Allworth Financial, Bob and Brian share a critical warning for anyone working with a financial advisor—especially if you've never verified their credentials—by breaking down a shocking real-life fraud case... more

On this episode of Simply Money presented by Allworth Financial, Bob and Brian share a critical warning for anyone working with a financial advisor—especially if you've never verified their credentials—by breaking down a shocking real-life fraud case... more

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 whit... more

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

testSee omnystudio.com/listener for privacy information.

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

Key Facts

Accepts Guests
Contact Information
Podcast Host

Similar Podcasts

People also subscribe to these shows.

Your Money, Your Wealth
Your Money, Your WealthYour Money, Your Wealth
Retirement Starts Today
Retirement Starts TodayBenjamin Brandt CFP®, RICP®

Recent Guests

Andy Stout
Chief Investment Officer
Allworth Financial
Episode: Simply Money -- 9/22/25
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
Michelle Sloan
Real estate expert and owner of Remax Time
Remax Time
Episode: Simply Money 9/4/2024

Hosts

Bob Sponseller
Co-host of Simply Money, Allworth Financial
Brian James
Co-host of Simply Money, Allworth Financial
Amy Wagner
Host of Simply Money, Allworth Financial

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

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

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

Frequently Asked Questions About Simply Money

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

A financial and investment-focused show with a practical orientation toward everyday wealth management. Across episodes, the hosts dissect stock market dynamics, macro factors like inflation, interest rates, and Federal Reserve policy, and translate these to actionable planning ideas such as long-term investing, emergency savings, and retirement strategies. Personal finance topics frequently intersect with tax planning, estate planning, and risk management, including Roth conversions, care directives, and wealth transfer. The show often features guests from finance, law, and career coaching to broaden perspectives on money, planning, and making informed financial decisions. A notable strength is consistently tying market commentary to tangi... more

Where can I find podcast stats for Simply Money?

Rephonic provides a wide range of podcast stats for Simply Money. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Simply Money and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Simply Money get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for Simply Money, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for Simply Money?

Rephonic provides comprehensive predictive audience data for Simply Money, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does Simply Money have?

To see how many followers or subscribers Simply Money has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Simply Money?

These podcasts share a similar audience with Simply Money:

1. Money Matters by Allworth Financial
2. Simply Money by Allworth Financial
3. Your Money, Your Wealth
4. Talking Real Money - Investing Talk
5. Retirement Starts Today

How many episodes of Simply Money are there?

Simply Money launched 9 years ago and published 1244 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?

Rephonic pulls ratings and reviews for Simply Money from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for Simply Money?

Rephonic provides full transcripts for episodes of Simply Money. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on Simply Money?

Recent guests on Simply Money include:

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

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days