How to Protect Your Wealth From Mistakes You Can't Undo episode artwork

EPISODE · Aug 7, 2026 · 38 MIN

How to Protect Your Wealth From Mistakes You Can't Undo

from Simply Money by Allworth Financial · host Allworth Financial

On this episode of Simply Money, Bob and Brian explain why today's market bubbles may be smaller—and less dangerous—than the ones investors remember from the dot-com era and the financial crisis. They also discuss when alternative investments like private equity actually make sense, sit down with Allworth Senior Estate Planning Specialist Paul Schwarz to share strategies for preparing the next generation for one of the largest wealth transfers in history, and answer listener questions on building a lasting family legacy and protecting generational wealth.

Episode metadata supplied by the publisher feed · Published Aug 7, 2026

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How to Protect Your Wealth From Mistakes You Can't Undo

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