EPISODE · Sep 10, 2025 · 41 MIN
Simply Money Presented by Allworth Financial
from Simply Money
On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the growing role of alternative investments inside retirement plans — and why you should be cautious before diving in. They also tackle whether today’s AI excitement is the new dot-com bubble, the lessons behind a shocking $4 million hospital bill, and what nearly 600,000 new 401(k) millionaires can teach us about long-term discipline. Plus, you’ll hear a personal story about how being overconcentrated in one stock devastated a family financially. And in our listener Q&A, we cover farmland sales, retirement income strategies, umbrella insurance, global diversification, and whether direct indexing beats ETFs.See omnystudio.com/listener for privacy information.
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On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the growing role of alternative investments inside retirement plans — and why you should be cautious before diving in. They also tackle whether today’s AI...
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Simply Money Presented by Allworth Financial
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