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Does a Strong January Really Matter? Rethinking Bonds, Risk, and Retirement Planning

Episode 331

On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down whether a strong January really sets the tone for the rest …

4 months, 2 weeks ago

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The Financial Blind Spots High-Net-Worth Investors Can’t Ignore

Episode 330

On this week’s Best of Simply Money podcast, Bob and Brian issue a critical warning for anyone who’s never vetted their financial advisor—breaking do…

4 months, 3 weeks ago

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The 7 Financial Lies We Tell Ourselves (And What To Do Instead)

Episode 329

On this week’s Best of Simply Money podcast, Bob and Brian unpack the seven most common financial lies we tell ourselves – from “I’ll be happy when I…

5 months ago

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Should You Jump Into Alternatives? Here's What to Know

Episode 328

On this week’s Best of Simply Money podcast, Bob and Brian unpack the booming world of alternative investments—from gold and crypto to private equity…

5 months, 1 week ago

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High-Net-Worth Playbook: January Moves to Grow and Protect Your Wealth

Episode 327

On this week’s Best of Simply Money podcast, Bob and Brian reveal why January is the most strategic money month of the year. From harvesting capital …

5 months, 2 weeks ago

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2025 in Review: The Headlines Were Loud, But Our Advice Was Right

Episode 326

On this week’s Best of Simply Money podcast, Bob and Brian take a deep dive into what really happened in 2025 — and why the investing fundamentals th…

5 months, 3 weeks ago

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Gen X’s Retirement Reality Check, the Happiness-Saving Link, and the Executive Dilemma

Episode 325

On this week’s Best of Simply Money podcast, Bob and Brian explore a simple phrase that could mean the difference between financial freedom and strug…

6 months ago

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Is the AI Boom a Bubble — and What Should Your Financial Plan Look Like if It Pops in 2026?

Episode 324

On this week’s Best of Simply Money podcast, Bob and Brian explore whether we’re living through another tech bubble — this time fueled by artificial …

6 months, 1 week ago

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Is Your Financial Advisor Playing Offense or Just Killing Clock?

Episode 323

On this week’s Best of Simply Money podcast, Bob and Brian uncover the crucial differences between financial advisors who are just going through the …

6 months, 2 weeks ago

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Two Stocks Are Driving the Market — Is Your Portfolio at Risk?

Episode 322

On this episode of Simply Money presented by Allworth Financial, Bob and Brian reveal a stunning stat: just two companies—Alphabet and Nvidia—are res…

6 months, 3 weeks ago

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