Simply Money Podcast Por 55KRC (WKRC-AM) arte de portada

Simply Money

Simply Money

De: 55KRC (WKRC-AM)
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For more than 20 years, the Simply Money radio show has provided straightforward and entertaining explanations of how the economy and stock market affect your wealth. Join Allworth advisors Bob Sponseller and Brian James from our Cincinnati team as they offer unique financial perspectives—along with smart tax and estate planning strategies—to help you make the most of your money.

The information presented is for educational purposes only and is not intended to be a comprehensive analysis of the topics discussed. It should not be interpreted as personalized investment advice or relied upon as such. The information is not intended to convey any implicit or explicit guarantee or sense of assurance that, if followed, any investment strategies referenced will produce a positive or desired outcome. All investments involve risk, including the potential loss of principal. There can be no assurance that any investment strategy or decision will achieve its intended objectives or result in a positive return. It is important to carefully consider your investment goals, risk tolerance, and seek professional advice before making any investment decisions.Copyright 55KRC (WKRC-AM) Economía
Episodios
  • Simply Money presented by Allworth Financial

    Simply Money presented by Allworth Financial
    Aug 16 2025
    On today’s episode of Simply Money, Bob and Brian dive into the estate tax drama that could upend retirement plans — and how to prepare so your wealth stays in the family, not in Washington’s hands. Then, in a special “Would You Rather?” edition, they tackle tough money dilemmas that every high-net-worth household eventually faces: lump-sum pension or monthly checks? Buffered ETFs or total market indexing? Live off dividends or sell shares? Plus, they unpack a real-life story where estate taxes pushed a couple to divorce, and what you can learn from it.
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    39 m
  • Simply Money presented by Allworth Financial

    Simply Money presented by Allworth Financial
    Aug 15 2025
    On today’s episode of Simply Money presented by Allworth Financial, Bob and Brian dig into the headlines shaping the rest of 2025 — from what could keep markets moving higher to how U.S.–China relations may quietly influence your portfolio. Plus, the guys tackle big-money listener questions on RMD strategies, falling municipal bond yields, and preparing for a future business sale.
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    41 m
  • Simply Money presented by Allworth Financial

    Simply Money presented by Allworth Financial
    Aug 14 2025
    On today’s episode of Simply Money presented by Allworth Financial, Bob and Brian break down what an extended U.S.–China trade truce really means for your money — from Wall Street to your wallet. They explore the economic ripple effects, where the opportunities (and risks) might be for investors with serious assets, and why patience might pay off in this uncertain climate.
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    41 m
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