PODCAST · business
Simply Money
by 55KRC (WKRC-AM)
For more than 20 years, the Simply Money radio show has provided straightforward and entertaining explanations of how the economy and stock market affect your wealth. Join Allworth advisors Bob Sponseller and Brian James from our Cincinnati team as they offer unique financial perspectives—along with smart tax and estate planning strategies—to help you make the most of your money.The information presented is for educational purposes only and is not intended to be a comprehensive analysis of the topics discussed. It should not be interpreted as personalized investment advice or relied upon as such. The information is not intended to convey any implicit or explicit guarantee or sense of assurance that, if followed, any investment strategies referenced will produce a positive or desired outcome. All investments involve risk, including the potential loss of principal. There can be no assurance that any investment strategy or decision will achieve its intended objectives or result in a posi
Episodes
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Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain how seemingly smart financial decisions can actually work against each other when they're not part of a coordinated plan. From paying off your mortgage and managing retirement taxes to helping adult children…
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Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain why the stock market continues to climb despite stubborn inflation, rising gas prices, and economic uncertainty—and what that disconnect means for your investments. Plus, the latest Social Security changes, the...
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Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the latest inflation numbers and what rising interest rates could mean for your portfolio, while also discussing Kroger’s major job cuts and the financial steps to take after a layoff. Plus, how to maximize...
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Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian reveal what decades of bull and bear markets can teach investors about building long-term wealth, explain why some new ETFs look more like gambling than investing, and discuss the executive dilemma of whether a bigger...
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Simply Money Presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian follow a Cincinnati couple with a $4 million net worth through the transition into retirement—breaking down how to replace a paycheck, navigate Social Security and taxes, help adult children, and decide what they can...
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Simply Money Presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain why even great companies can become terrible investments, what earnings season could reveal about today's AI boom, and why some high earners are rethinking the advice to max out their 401(k)s. Plus, a financial...
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Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian tackle the biggest fears that can follow you into retirement—and how a solid financial plan can help put them in perspective. Plus, they reveal estate planning mistakes that can divide families, break down Cincinnati’s...
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Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain why October is a critical time for year-end tax planning, including tax-loss harvesting, Roth conversions, and charitable giving strategies. Plus, they discuss whether a booming portfolio should change your...
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Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian play a financial game of “Would You Rather?” to tackle some of retirement’s biggest tradeoffs. Plus, they reveal the estate planning detail even wealthy families can overlook, explain why waiting too long to enjoy your...
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Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the latest inflation numbers and what they could mean for the Fed, reveal why reading the fine print before buying a hot IPO matters, and debate whether your home should really be considered an investment....
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Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian reveal the costly financial mistakes even successful investors can make, from concentrated investments and poor tax planning to holding too much cash and lifestyle creep. Plus, they explore the life decisions that can...
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Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian look at whether higher Treasury yields should change your investment strategy, the growing concentration of the S&P 500, and why business owners need to start planning years before a sale. Plus, they tackle helping…
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Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain why election-year anxiety shouldn’t drive your investment decisions. They dig into decades of market history showing how stocks have performed under both Republican and Democratic leadership, why presidents…
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Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian reveal how inflation quietly erodes your purchasing power—and why playing it too safe in retirement can create risks of its own. Plus, they look at what Home Depot’s remarkable long-term run can teach investors about...
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Simply Money presented by Allworth Financial
On this episode of Simply Money, Bob and Brian crash-test a $3 million retirement plan against market drops, overspending, family gifts, and an early death. Plus, they lay out a five-year retirement countdown, explain how to help your kids without creating financial problems, and discuss smart…
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Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the hype and risks surrounding a potential blockbuster Anthropic IPO, why some retirees may actually be too reluctant to spend their savings, and why your portfolio’s purpose should matter more than chasing...
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Simply Money presented by Allworth Financial
See omnystudio.com/listener for privacy information.
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Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain how your financial past can quietly shape the decisions you make today. From childhood money lessons to the scars left by 2008, they reveal why the habits that helped you build wealth may not always be the ones...
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Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian talk with former Cleveland Fed President Dr. Loretta Mester about the Fed’s latest rate hike, stubborn inflation, and why Americans still feel uneasy about the economy. Plus, how to build tax flexibility into your...
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Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the Federal Reserve’s latest rate hike and what it could mean for your cash, bonds, and portfolio. Plus, how to diversify a concentrated stock position without creating a massive tax bill, why equal isn’t...
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Simply Money presented by Allworth Financial
On this episode of Simply Money, Bob and Brian count down the 10 decisions that can make or break your retirement plan. Plus, they reveal why some “set it and forget it” investment strategies may deserve a second look, tackle your questions about tax-smart investing and helping the next…
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Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian examine why stubborn inflation and rising oil prices could push the Fed toward another rate hike, and what that could mean for your portfolio. Plus, how much cash is too much, the cybersecurity mistakes putting your...
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Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian reflect on the 25th anniversary of 9/11, the extraordinary resilience Americans showed in the aftermath, and the lessons investors can still take from that uncertain period. They look back at how markets responded, why...
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Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the key financial moves that matter most in every decade of your life—from building wealth in your 20s and 30s to protecting it in your 40s and preparing for retirement in your 50s and beyond. They also...
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Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain why your net worth may not tell the full story of your financial health, how to identify your most valuable asset at every stage of life, and why forgotten 401(k)s deserve a closer look. Plus, they tackle...
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Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the surprisingly strong jobs report and what it could mean for interest rates, reveal a little-known way some high earners can put significantly more into their 401(k), and explain when Roth conversions and...
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Simply Money presented by Allworth Financial
See omnystudio.com/listener for privacy information.
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Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian tackle the “one more year” retirement trap—why even wealthy investors can struggle to walk away from work, how to determine when you truly have enough, and why the emotional side of retirement can matter just as much…
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Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian follow a Cincinnati couple with a $4 million net worth through the transition into retirement—breaking down how to replace a paycheck, navigate Social Security and taxes, help adult children, and decide what they can...
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Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain how to stress-test your portfolio before the next market downturn, why retirement planning can look surprisingly different for people without children, and what homeowners can learn from the latest trends at...
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Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain why the first five years of retirement can make or break your financial plan, how a rising market can quietly increase the risk in your portfolio, and why having enough money to buy something doesn’t…
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Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down what a more hawkish Federal Reserve could mean for your portfolio, why Bitcoin’s latest surge shouldn’t trigger FOMO, and how retirees can turn years of disciplined saving into a retirement they actually...
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Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian explore how fear of future regret can quietly drive your financial decisions—from holding too much company stock and delaying retirement to hesitating to help your kids or spend on meaningful experiences. They explain...
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Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down Nvidia’s latest earnings and what the market reaction says about sky-high expectations surrounding artificial intelligence. Plus, they examine Bill Gates’ warning about the economic disruption AI could…
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Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian examine whether the massive AI infrastructure boom could create new risks for investors, why simply being enrolled in your 401(k) doesn’t mean you’re saving enough, and the critical steps you should take to protect…
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Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain why having more money doesn’t always mean feeling more financially secure, reveal the overlooked portfolio number that could trigger a major tax bill, and discuss why some retirees may be waiting too long to...
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Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down what America’s $40 trillion debt and rising Treasury yields mean for investors, examine the surge in indexed universal life insurance, and look at how family gifts are helping younger buyers afford homes....
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Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian examine whether the dominance of the Magnificent Seven is starting to fade, why owning the S&P 500 may leave you more concentrated than you realize, and how soaring valuations can create hidden risks for investors.…
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Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian put a $3 million retirement plan through a series of financial crash tests—from market downturns and overspending to helping adult children and losing a spouse. Plus, they lay out a five-year retirement countdown,...
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Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian expose five retirement “rules of thumb” that can quickly become rules of dumb, from automatically claiming Social Security at 62 to blindly following the 4% rule or rushing to pay off a low-rate mortgage. Plus, they...
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Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian count down the 10 decisions that can make or break your retirement plan. Plus, they reveal why some “set it and forget it” investment strategies may deserve a second look, tackle your questions about tax-smart…
more -
Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the latest inflation numbers with Allworth Chief Investment Officer Andy Stout, what a weakening dollar and strong corporate earnings could mean for investors. Plus, they tackle new gas, grocery and…
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Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian unpack the seven most common financial lies we tell ourselves – from “I’ll be happy when I have more money” to “I’ll figure it out on my own.” These aren’t just small white lies; they’re deeply emotional narratives…
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Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down why so many people who have done everything right—saved, invested, and built significant wealth—still don’t feel confident about their financial future. They explore the difference between passive...
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Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian tackle a question that hits differently when you’ve built real wealth: if the market dropped 20% tomorrow, what would you actually do? They walk through the emotional and mathematical realities of managing a $2–10...
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Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian tackle a critical question for investors: what happens if the next decade of market returns doesn’t cooperate—and does your financial plan rely on strong returns just to survive? They break down how to properly stress...
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Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Allworth Chief Investment Officer Andy Stout break down what a weakening jobs report could mean for interest rates, why strong corporate earnings continue to support stocks, and what’s keeping pressure on the bond market.…
more -
Simply Money presented by Allworth Financial
See omnystudio.com/listener for privacy information.
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Simply Money presented by Allworth Financial
See omnystudio.com/listener for privacy information.
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Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down what SpaceX's first earnings report as a publicly traded company says about the future of growth investing, discuss how to protect your finances while caring for aging loved ones, and answer listener…
more
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ABOUT THIS SHOW
For more than 20 years, the Simply Money radio show has provided straightforward and entertaining explanations of how the economy and stock market affect your wealth. Join Allworth advisors Bob Sponseller and Brian James from our Cincinnati team as they offer unique financial perspectives—along with smart tax and estate planning strategies—to help you make the most of your money.The information presented is for educational purposes only and is not intended to be a comprehensive analysis of the topics discussed. It should not be interpreted as personalized investment advice or relied upon as such. The information is not intended to convey any implicit or explicit guarantee or sense of assurance that, if followed, any investment strategies referenced will produce a positive or desired outcome. All investments involve risk, including the potential loss of principal. There can be no assurance that any investment strategy or decision will achieve its intended objectives or result in a posi
HOSTED BY
55KRC (WKRC-AM)
CATEGORIES
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Frequently Asked Questions
How many episodes does Simply Money have?
Simply Money currently has 1000 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Simply Money about?
For more than 20 years, the Simply Money radio show has provided straightforward and entertaining explanations of how the economy and stock market affect your wealth. Join Allworth advisors Bob Sponseller and Brian James from our Cincinnati team as they offer unique financial perspectives—along...
How often does Simply Money release new episodes?
Simply Money releases new episodes frequently with a large back catalog of 1000 episodes. Check the episode list for recent publication dates.
Where can I listen to Simply Money?
You can listen to Simply Money on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Simply Money?
Simply Money is created and hosted by 55KRC (WKRC-AM).
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