Simply Money presented by Allworth Financial episode artwork

EPISODE · Aug 16, 2025 · 38 MIN

Simply Money presented by Allworth Financial

from Simply Money

On today’s episode of Simply Money, Bob and Brian dive into the estate tax drama that could upend retirement plans — and how to prepare so your wealth stays in the family, not in Washington’s hands. Then, in a special “Would You Rather?” edition, they tackle tough money dilemmas that every high-net-worth household eventually faces: lump-sum pension or monthly checks? Buffered ETFs or total market indexing? Live off dividends or sell shares? Plus, they unpack a real-life story where estate taxes pushed a couple to divorce, and what you can learn from it.See omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Aug 16, 2025

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On today’s episode of Simply Money, Bob and Brian dive into the estate tax drama that could upend retirement plans — and how to prepare so your wealth stays in the family, not in Washington’s hands. Then, in a special “Would You Rather?” edition, they...

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Simply Money presented by Allworth Financial

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This episode was published on August 16, 2025.

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