EPISODE · Sep 5, 2025 · 38 MIN
Inflation, Charitable Giving Changes, and Avoiding the Action Trap
from Simply Money by Allworth Financial · host Allworth Financial
On this week’s Best of Simply Money podcast, Bob and Brian break down what the Fed’s preferred inflation gauge is signaling and why mortgage rates may stay stubbornly high despite potential rate cuts. They also explain new tax rules coming in 2026 that could change how you give to charity, and highlight a new study showing many retirees may outlive their savings. Plus, they unpack the “action trap” that even smart investors fall into, compare retirement systems around the world, and tackle your questions on umbrella insurance, capital gains, risk tolerance in marriage, and managing tech-heavy portfolios.
What this episode covers
On this week’s Best of Simply Money podcast, Bob and Brian break down what the Fed’s preferred inflation gauge is signaling and why mortgage rates may stay stubbornly high despite potential rate cuts. They also explain new tax rules coming in 2026 that could change how you give to charity, and highlight a new study showing many retirees may outlive their savings. Plus, they unpack the “action trap” that even smart investors fall into, compare retirement systems around the world, and tackle your questions on umbrella insurance, capital gains, risk tolerance in marriage, and managing tech-heavy portfolios.
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Inflation, Charitable Giving Changes, and Avoiding the Action Trap
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