Best of Simply Money

About Best of Simply Money

Simply Money is a weekly collection of segments that cover wealth strategies for high-net-worth investors. Allworth advisors Bob Sponseller and Brian James tackle: -Roth conversions -Tax strategies -Estate planning -Portfolio allocation -Retirement timing Take Simply Money with you. Download the show wherever you get your podcasts.

Publisher

Allworth Financial

Category

business

Language

en

Explicit

No

First episode

18 Mar 2022

Latest episode

16 Oct 2026

Latest episodes

235 episodes in the feed.

1. 

   16 Oct 2026

   Bull vs. Bear Markets: Why Staying Invested Matters

   On this episode of Simply Money presented by Allworth Financial, Bob and Brian reveal what decades of bull and bear markets can teach investors about building long-term wealth, explain why some new ETFs look more like gambling than investing, and discuss the executive dilemma of whether a bigger paycheck and title are worth the trade-offs. Plus, smart strategies for reducing capital gains taxes, donating appreciated stock to charity, knowing when you no longer need life insurance, and why bonds deserve another look.

2. 

   9 Oct 2026

   The Investing Mistake That Can Wreck a Portfolio

   On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain why even great companies can become terrible investments, what earnings season could reveal about today's AI boom, and why some high earners are rethinking the advice to max out their 401(k)s. Plus, a financial makeover for empty nesters, smart ways to help adult children financially, what you should expect from a wealth advisor, and why planning for retirement means more than just managing your money.

3. 

   2 Oct 2026

   The Most Expensive Money Mistakes Successful People Make

   On this episode of Simply Money presented by Allworth Financial, Bob and Brian reveal the costly financial mistakes even successful investors can make, from concentrated investments and poor tax planning to holding too much cash and lifestyle creep. Plus, they explore the life decisions that can shape your wealth, explain when it’s time to review old insurance policies, and answer retirement questions about Roth conversions, Social Security, and leaving an inheritance your heirs can handle.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

4.3 / 5

8 ratings

Spotify

5.0 / 5

2 ratings

Contact Best of Simply Money

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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