What Smart Investors Are Doing With Their Portfolios Righ...

What this episode covers

On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down why investors aren’t panicking despite rising geopolitical tensions, what that means for your portfolio, and how to prepare for volatility with smart planning, liquidity, and tax strategies—plus insights on life insurance decisions, concentrated stock risk, selling a business, Roth conversions, and why having proactive family conversations about long-term care matters more than ever.

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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 April 3, 2026.

What is this episode about?

On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down why investors aren’t panicking despite rising geopolitical tensions, what that means for your portfolio, and how to prepare for volatility with smart planning,...

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.