Happy Birthday, Bull Market: Lessons from Three Years of ...

What this episode covers

On this week’s Best of Simply Money podcast, Bob and Brian celebrate the third birthday of the latest bull market — and reflect on what an 85% rise in the S&P 500 since 2022 really teaches long-term investors. Then, they explore a hidden risk for high-net-worth investors: complacency. When your wealth grows, it’s easy to think it’ll manage itself. Bob and Brian share how rebalancing, tax strategies, and proactive planning can keep success from turning into vulnerability. Plus, the team answers your most pressing financial questions about Roth IRAs, 5% CDs, and more.

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Frequently Asked Questions

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

This episode is 38 minutes long.

When was this Simply Money by Allworth Financial episode published?

This episode was published on October 17, 2025.

What is this episode about?

On this week’s Best of Simply Money podcast, Bob and Brian celebrate the third birthday of the latest bull market — and reflect on what an 85% rise in the S&P 500 since 2022 really teaches long-term investors. Then, they explore a hidden risk for...

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.