The Value of Money, How to Stress-Test Your Portfolio, and Smart Options for High-Net-Worth Investors episode artwork

EPISODE · May 16, 2025 · 38 MIN

The Value of Money, How to Stress-Test Your Portfolio, and Smart Options for High-Net-Worth Investors

from Simply Money by Allworth Financial · host Allworth Financial

On this week’s Best of Simply Money podcast, Bob and Steve take a step back from the usual market talk and get personal - asking a simple but powerful question: What does money really mean to you? Is it security? Freedom? Maybe status? Everyone sees money differently, and Bob and Steve dig into how those views shape the financial decisions we make—often more with our hearts than our heads. They also walk through how to stress-test your financial plan (without freaking out), and why emotions can sometimes throw logic out the window. Plus, hear how a solid plan can give you the freedom to live life on your terms—whether that’s retiring early, switching careers, or just sleeping better at night. It’s a refreshingly real conversation about money, mindset, and making choices that actually fit your life.

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

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The Value of Money, How to Stress-Test Your Portfolio, and Smart Options for High-Net-Worth Investors

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