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Financially Comfortable? The Hidden Risks You Can’t Afford to Ignore episode artwork

EPISODE · Jul 11, 2025 · 37 MIN

Financially Comfortable? The Hidden Risks You Can’t Afford to Ignore

from Simply Money by Allworth Financial · host Allworth Financial

Think you're financially secure? If you've got a solid portfolio, a vacation home, or even just a nice cushion saved up, this episode is for you. Bob and Brian uncover the overlooked threats that can sink your financial ship—from lacking umbrella insurance and cybersecurity exposure to the dangers of a sloppy estate plan. They also tackle the pitfalls of over-concentration in company stock and the myth of diversification. Plus, how to fireproof your finances from family drama. If you’ve built wealth, now’s the time to protect it.

What this episode covers

Think you're financially secure? If you've got a solid portfolio, a vacation home, or even just a nice cushion saved up, this episode is for you. Bob and Brian uncover the overlooked threats that can sink your financial ship—from lacking umbrella insurance and cybersecurity exposure to the dangers of a sloppy estate plan. They also tackle the pitfalls of over-concentration in company stock and the myth of diversification. Plus, how to fireproof your finances from family drama. If you’ve built wealth, now’s the time to protect it.

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Financially Comfortable? The Hidden Risks You Can’t Afford to Ignore

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Frequently Asked Questions

How long is this episode of Simply Money by Allworth Financial?

This episode is 37 minutes long.

When was this Simply Money by Allworth Financial episode published?

This episode was published on July 11, 2025.

What is this episode about?

Think you're financially secure? If you've got a solid portfolio, a vacation home, or even just a nice cushion saved up, this episode is for you. Bob and Brian uncover the overlooked threats that can sink your financial ship—from lacking umbrella...

Can I download this Simply Money by Allworth Financial episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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