Podcast

Simply Money by Allworth Financial

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…

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Latest episodes

1. How to Protect Your Wealth From Mistakes You Can't Undo7 Aug 2026
2. The Smart Money Moves That Matter at Every Age31 Jul 2026
3. The Stock Market's Next Test—and How Much Cash You Really Need24 Jul 2026
4. The Retirement Mistake No Financial Plan Can Solve17 Jul 2026
5. What the Market Is Really Telling You—and Why Retirement Spending Is So Hard10 Jul 2026
6. The 7 Financial Lies That Could Be Costing You Millions3 Jul 2026
7. The Hidden Risk in Your “Diversified” Portfolio26 Jun 2026
8. The Biggest Threat to Your Retirement Isn't the Stock Market19 Jun 2026
9. Are You Really Diversified? Plus Life Insurance Gaps and Protecting Family Wealth12 Jun 2026
10. Is AI the Next Investing Revolution—or the Next Dot-Com Bubble?5 Jun 2026