Podcast Episodes

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Navigating the 'Magnificent Seven': Are You Truly Diversified?

Episode 268

On this week’s Best of Simply Money podcast, Amy and Steve delve into the dangers of investing in a market that's currently on a high. While it may s…

1 year, 6 months ago

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When to react to up and down markets, how to prepare for the unexpected, and more!

Episode 266

On this week’s Best of Simply Money podcast, Amy and Steve delve into market dynamics and the optimal strategies to adopt when markets fluctuate.

In …

1 year, 6 months ago

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Investments vs. fads, charitable giving techniques, and the power of diversification.

Episode 267

On this week’s Best of Simply Money podcast, Amy and Steve dive into the intriguing world of investments versus fads. In this episode, they explore h…

1 year, 7 months ago

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Navigating market volatility post-election, preparing for a possible lost decade, and understanding Required Minimum Distributions.

Episode 265

On this week’s Best of Simply Money podcast, Amy and Steve discuss how the markets are reacting to the anticipated pro-business policies of the incom…

1 year, 7 months ago

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Election Results and Your Investments: Stay the Course

Episode 264

On this week’s Best of Simply Money podcast, Amy and Steve delve into the implications of the recent presidential election on the financial markets a…

1 year, 7 months ago

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Navigating Financial Forks: When to Call a Financial Advisor

Episode 263

On this week’s Best of Simply Money podcast, Amy and Steve dive into pivotal life moments when reaching out to a financial advisor becomes essential.…

1 year, 7 months ago

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Navigating Tax Brackets and Investment Strategies for 2025

Episode 262

On this week’s Best of Simply Money podcast, Amy and Steve dive into the complexities of understanding your tax brackets and the impact on financial …

1 year, 8 months ago

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Beyond Dollars: Building a successful retirement together.

Episode 261

On this week’s Best of Simply Money podcast, Amy and Steve discuss the journey to financial independence and the crucial elements beyond just saving …

1 year, 8 months ago

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Simply Money: Unmasking the realities of annuity sales and job hopping risks.

Episode 260

On this week’s Best of Simply Money podcast, Amy and Steve delve into the world of annuity sales and the controversial practices surrounding them. As…

1 year, 8 months ago

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Road to Retirement: Outsmarting financial predictions and enhancing your 401(k) strategy.

Episode 259

On this week’s Best of Simply Money podcast, Amy and Steve delve into how you can become a smarter investor than the so-called experts on Wall Street…

1 year, 8 months ago

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