All Episodes
Simply Money by Allworth Financial — 119 episodes
The Most Dangerous Years of Retirement
Why More Money Doesn’t Always Mean More Security
The 10 Decisions That Can Make or Break Your Retirement
The 10-Year Test Your Financial Plan Needs to Pass
How to Protect Your Wealth From Mistakes You Can't Undo
The Smart Money Moves That Matter at Every Age
The Stock Market's Next Test—and How Much Cash You Really Need
The Retirement Mistake No Financial Plan Can Solve
What the Market Is Really Telling You—and Why Retirement Spending Is So Hard
The 7 Financial Lies That Could Be Costing You Millions
The Hidden Risk in Your “Diversified” Portfolio
The Biggest Threat to Your Retirement Isn't the Stock Market
Are You Really Diversified? Plus Life Insurance Gaps and Protecting Family Wealth
Is AI the Next Investing Revolution—or the Next Dot-Com Bubble?
The One Thing That Can Wreck Your Retirement—Even With Millions Saved
How to Turn Financial Success Into Personal Freedom
The 5 Key Times to Call Your Financial Advisor
Does Your Financial Plan Depend on a “Good” Market Decade?
Market Noise, Portfolio Strategy, and Smarter Investing Moves
Diversification Matters: What the Latest Market Rally Is Really Telling Investors
The Biggest Stock Market Mistakes Investors Still Make
What Two Trading Days Exposed About Investor Behavior
What Smart Investors Are Doing With Their Portfolios Right Now
The Hidden Gap Between Building Wealth and Feeling Secure
Why Your Portfolio Doesn’t Match the Headlines (And the Hidden Cost of Lifestyle Creep)
The Hidden Risks That Can Derail Your Financial Plan
What Oil Shocks Mean for Your Investment Portfolio
What Would You Actually Do in a 20% Market Drop?
The “We’re Fine” Trap: Withdrawal Rates, Wealth Gaps & Planning That Actually Works
Big Wealth, Small Mistakes: The Decisions That Matter Most
Does a Strong January Really Matter? Rethinking Bonds, Risk, and Retirement Planning
The Financial Blind Spots High-Net-Worth Investors Can’t Ignore
The 7 Financial Lies We Tell Ourselves (And What To Do Instead)
Should You Jump Into Alternatives? Here's What to Know
High-Net-Worth Playbook: January Moves to Grow and Protect Your Wealth
2025 in Review: The Headlines Were Loud, But Our Advice Was Right
Gen X’s Retirement Reality Check, the Happiness-Saving Link, and the Executive Dilemma
Is the AI Boom a Bubble — and What Should Your Financial Plan Look Like if It Pops in 2026?
Is Your Financial Advisor Playing Offense or Just Killing Clock?
Two Stocks Are Driving the Market — Is Your Portfolio at Risk?
The Art of Smart Asset Allocation + Bond Investing Strategies for Today’s Market
The Fed Obsession: Are You Falling for the Wrong Financial Headlines?
When the Economy Goes Off Script: Lessons from 40 Years of Market Surprises
AI’s Investment Impact, Global Investing Made Simple, and Your Questions Answered
Fed Insider Loretta Mester on Rate Cuts and Inflation, Plus Tech Earnings and Tax-Time Surprises
The Retirement Mirage: Why Your "Magic Number" Might Be a Lie
Happy Birthday, Bull Market: Lessons from Three Years of Growth
Are You Really Wealthy — or Just Riding the Market?
The Worst ‘Smart’ Money Advice That Could Cost You Millions
Fed Rate Cuts, Roth Rules, and Retirement Risks
10 Tough Money Lessons Every Investor Needs to Hear
Alternative Investments, AI Valuations, and the Risk of Being Overconcentrated
Inflation, Charitable Giving Changes, and Avoiding the Action Trap
How Smart Investors Protect Wealth in a Noisy World
Four Hidden Forces That Shape Every Money Decision, Plus Estate & Investment Mistakes Heard at the Dinner Table
Is This the Calm Before the Rate Cut? CPI, Cash Moves, and Smarter Investing Decisions
Market Jitters, Social Security Uncertainty, Smart ETF Strategies, and the Truth About August Investing Myths
Market Predictions, P&G Layoffs, and the Truth About Social Security Taxes
Riding Record Highs, AI Investing Myths, and the Senior Housing Crunch
Your Mind vs. Your Money: How Emotions Quietly Derail Retirement
Financially Comfortable? The Hidden Risks You Can’t Afford to Ignore
Midyear Market Check: Resilience Amid the Headlines
Should You Bail on the Market During Global Chaos?
The Life You Want, On Your Terms: Discover Financial Flexibility
Are You Rich or Just Comfortable? The Truth About Financial Independence
The #1 Mistake Even Smart Investors Make — And How to Fix It
Why Smart People Make Dumb Money Decisions
The Value of Money, How to Stress-Test Your Portfolio, and Smart Options for High-Net-Worth Investors
Fed Holds Rates Steady, Bearish Predictions Miss the Mark, and How to Stay Ready for a Recession
How Global Diversification Can Help Protect Your Portfolio in 2025
Political Noise, Market Drops, Portfolio Protection, and Smart Diversification Moves
Tariffs, Turmoil, and Tactical Moves
Wild Market Swings, Misleading Indices, and Long-Term Strategy
Investment Anxiety: Navigating the Fear-Driven Headlines
Conquering Financial Fear: A Behavioral Finance Perspective
The Presidency & Your Portfolio: Separating Politics from Profits
Tax Traps That Drain Your Wealth & The 'Too Much Cash' Problem
Market Volatility Explained, Tax-Smart Investing Strategies, and Aligning Your Portfolio with Your Values
Crypto and your portfolio, weathering financial shocks, and generating retirement income.
The hidden risks for high-net-worth investors, historic predictions that failed, and the power of diversification.
New Inflation Data, Timing IRA Contributions, and Your 'Ask the Advisor' Questions Answered
Surviving Market Volatility Amid Trade War Talks
AI Stocks: What Investors Need to Know Now
Unraveling the Psychology of Money: Key Behavioral Traits Impacting Finances
Retirement bucket lists, navigating capital gains taxes, and unraveling concentrated stock positions.
A major change to Social Security, misleading financial headlines, and you ask the advisor.
Understanding the Great Wealth Transfer: What It Means for You
Unraveling the Essentials of Financial Planning: 7 Key Components
"Market Panic: How One Chart Shook Investments"
2025 Market Predictions: Fact or Fiction?
Navigating the 'Magnificent Seven': Are You Truly Diversified?
When to react to up and down markets, how to prepare for the unexpected, and more!
Investments vs. fads, charitable giving techniques, and the power of diversification.
Navigating market volatility post-election, preparing for a possible lost decade, and understanding Required Minimum Distributions.
Election Results and Your Investments: Stay the Course
Navigating Financial Forks: When to Call a Financial Advisor
Navigating Tax Brackets and Investment Strategies for 2025
Beyond Dollars: Building a successful retirement together.
Simply Money: Unmasking the realities of annuity sales and job hopping risks.
Road to Retirement: Outsmarting financial predictions and enhancing your 401(k) strategy.
Navigating Interest Rate Cuts and Market Reactions with Historical Insight
Decoding the first interest rate cut in four years.
Navigating inflation, interest rates, and smart investing.
Avoiding common investor pitfalls: Your guide to smart financial decisions
The 3% Drop: Did You Fall into the Investor Trap?
Strategies when approaching retirement, the Social Security COLA projection, the risks of abusing home equity, and more.
Interest rate cuts on the horizon, the retirement account strategy that could save you thousands, and the significance of the Fiduciary standard.
The Wall Street roller-coaster ride, scary headlines exposed, and common mistakes to avoid if you want to retire early.
The Fed sets the stage for an interest rate cut, a lesson on election stress and investing, and mindset shifts to make for financial freedom.
Preparing for an interest rate cut, a big mistake many are making with their 401(k)s, and retirement fact or fiction.
The most common financial questions answered, what to do when your advisor is retiring, and you ‘Ask the Advisor.’
A milestone in the fight against inflation, when you should call your financial advisor, and when buying travel insurance makes sense.
Breaking down the first half of the year, steps to take to retire early, and does being rich matter?
The calm before the storm, a deep dive into asset allocation, and when cash is NOT king.
Why now is an important time to review your financial plan, plus how to inflation-proof your portfolio.
A cool inflation report, what the IRS doesn’t tax, and why some won’t get their 401(k) match.
The power of fear and greed, 401(k) changes that would benefit you, and major purchases that retirees regret.
SPECIAL EPISODE: Will the Presidential election impact your investments?
1,282 reasons to stay invested in the stock market.