The Worst ‘Smart’ Money Advice That Could Cost You Millio...

What this episode covers

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.

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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 October 3, 2025.

What is this episode about?

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...

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.