The Worst ‘Smart’ Money Advice That Could Cost You Millions

from Simply Money by Allworth Financial · host Allworth Financial

On this week’s Best of Simply Money podcast, Bob and Brian unpack the “smart-sounding” money advice that can quietly sabotage your future—from skipping Roth conversions and “going broke safely” in cash, to estate-planning myths that lead to probate messes, and being sold permanent life insurance instead of building a tax-smart strategy. Plus, they tackle oversized RMDs, executor pitfalls with business interests, smarter stock-option exercises, and whether to migrate from mutual funds to ETFs or direct indexing.

Episode metadata supplied by the publisher feed · Published Oct 3, 2025

Embed this episode

Attribution link and audio player

NOW PLAYING

The Worst ‘Smart’ Money Advice That Could Cost You Millions

0:00 38:43

1×

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.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

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 October 3, 2025.

Can I download this Simply Money by Allworth Financial episode?

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

URL copied to clipboard!