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Simply Money

Simply Money

Von: 55KRC (WKRC-AM)
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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 positive return. It is important to carefully consider your investment goals, risk tolerance, and seek professional advice before making any investment decisions.2026 55KRC (WKRC-AM)
Ökonomie
  • Simply Money presented by Allworth Financial
    Feb 3 2026

    On this episode of Simply Money presented by Allworth Financial, Bob and Brian explore a surprising truth: being intelligent doesn’t protect you from making poor financial decisions. In fact, sometimes it makes things worse. They uncover the hidden forces—confirmation bias, inertia, overconfidence—that trip up even the savviest investors, especially those who’ve accumulated real wealth. Learn why building systems and seeking second opinions is essential if you’re in the $2-10 million net worth range. Plus, they examine the looming retirement fears of Generation X, including healthcare costs and long-term care.

    See omnystudio.com/listener for privacy information.

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    38 Min.
  • Simply Money presented by Allworth Financial
    Feb 3 2026

    See omnystudio.com/listener for privacy information.

    Mehr anzeigen Weniger anzeigen
    39 Min.
  • Simply Money presented by Allworth Financial
    Feb 3 2026

    On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down why retirement today looks nothing like it did for previous generations. From skyrocketing healthcare costs and longer lifespans to new tax law changes and the growing complexity of managing large retirement accounts, they explore how to truly prepare for this new era. They explain why many retirees are still working—not out of necessity, but by choice—and why high-net-worth families need to be especially cautious about rollovers and planning for long-term care. Plus, how psychological hurdles might be the biggest retirement challenge of all.

    See omnystudio.com/listener for privacy information.

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    39 Min.
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