Episode Details

On this week's Best of Simply podcast, Bob and Brian uncover the most common mistake even successful savers make with their money — and it’s not what you’d expect. Learn why having multiple accounts without a strategy could be sabotaging your financial future.

They also break down how to manage concentrated stock positions, the role of buffered ETFs in today's volatile markets, and why the first 10 years of retirement spending matter more than you think. Plus, a 5-minute task that could save you thousands in fraud protection. Don't miss these actionable insights to help secure your money now and for years to come!