EPISODE · Sep 26, 2025 · 38 MIN
Simply Money - 9/26/2025
from Simply Money
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 investors, outline costly divorce mistakes, and tackle a rapid-fire Ask the Advisor on wash sales, annuities, private credit, and the #1 mistake for households with a few million saved.See omnystudio.com/listener for privacy information.
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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...
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Simply Money - 9/26/2025
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