Simply Money presented by Allworth Financial episode artwork

EPISODE · Jan 1, 2026 · 37 MIN

Simply Money presented by Allworth Financial

from Simply Money

On this episode of Simply Money presented by Allworth Financial, Bob and Brian challenge the traditional notion of retirement. Is it really about never working again? Or is the real dream having the freedom to work on your terms? They dig into why more high-net-worth families are choosing “financial flexibility” over full retirement, how to plan for that transition, and the hidden tax advantages that can make it work. Plus, the emotional—and often overlooked—decision to downsize your home, why clinging to old investments could hurt your future, and how a “retirement time machine” approach can help you make smarter money moves today.  See omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Jan 1, 2026

Embed this episode

NOW PLAYING

Simply Money presented by Allworth Financial

0:00 37:13

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Frequently Asked Questions

How long is this episode of Simply Money?

This episode is 37 minutes long.

When was this Simply Money episode published?

This episode was published on January 1, 2026.

Can I download this Simply Money episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!