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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 “smart-sounding” money advice that can quietly sabotage your future—from skipping Roth conversions and “going broke safely” in cash, to one-fund DIY investing without a plan, estate-planning myths that lead to probate messes, and being sold permanent life insurance instead of building a tax-smart strategy. They also dig into FINRA’s move to loosen the Pattern Day Trader rule, what record-setting stock buybacks really signal (and what to watch beyond P/Es), and career expert Julie Bauke joins to help you decide whether to retire, go part-time, or test-drive your next chapter. In Ask the Advisor, they tackle oversized RMDs, executor pitfalls with business interests, smarter stock-option exercises, and whether to migrate from mutual funds to ETFs or direct indexing.
Published on 1 week, 6 days ago