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EPISODE · Nov 12, 2025 · 40 MIN

Simply Money Presented by Allworth Financial

from Simply Money

On this episode of Simply Money presented by Allworth Financial, Bob and Brian explore how your financial plan should stay steady even when the economy doesn’t follow the script. From the double-digit interest rates of the 1980s to the AI-fueled market surge of 2023–24, they unpack the mixed signals investors have faced over the last 40 years—and what you can learn from the surprises. They also dive into how innovations from State Street could reshape your 401(k), how to make smart open enrollment choices, and real-life listener questions about supporting aging parents and adult kids, selling a business, managing inconsistent income, and dealing with old annuities.See omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Nov 12, 2025

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Simply Money Presented by Allworth Financial

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This episode was published on November 12, 2025.

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