The Financial Blind Spots High-Net-Worth Investors Can’t ...

What this episode covers

On this week’s Best of Simply Money podcast, Bob and Brian issue a critical warning for anyone who’s never vetted their financial advisor—breaking down a real-life fraud case and how to protect yourself. They unpack whether gold belongs in your portfolio, reveal the hidden risks of neglected 401(k)s, and explain how to make them work harder for high-net-worth investors. Plus, smart listener questions on helping kids with a home down payment, guarding against early-retirement market drops, and unwinding a concentrated stock position without triggering a massive tax bill.

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Frequently Asked Questions

How long is this episode of Simply Money by Allworth Financial?

This episode is 38 minutes long.

When was this Simply Money by Allworth Financial episode published?

This episode was published on January 30, 2026.

What is this episode about?

On this week’s Best of Simply Money podcast, Bob and Brian issue a critical warning for anyone who’s never vetted their financial advisor—breaking down a real-life fraud case and how to protect yourself. They unpack whether gold belongs in your...

Can I download this Simply Money by Allworth Financial episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.