Simply Money
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.
Episodes
On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the true art of asset location—why it’s not just about what you invest in, but where you hold those investments. They walk through real-life scenarios for high-net-worth investors, explaining how to use pre-tax, Roth, and taxable accounts to build smarter, tax-savvy portfolios. Then, a surprising move from tech giants: Amazon, Alph...
On this episode of Simply Money presented by Allworth Financial, Bob and Brian ask the question every long-term investor should be thinking about right now: while the headlines fixate on the Fed, are we focusing on the wrong thing? Plus, what a major move involving a Cincinnati-based company can teach us about handling company stock. Career expert Julie Bauke also joins to explain why helping your kids prepare for a caree...
On this episode of Simply Money presented by Allworth Financial, Bob and Brian ask: What happens when the Federal Reserve is flying blind? With key October data potentially lost due to the government shutdown, Allworth CIO Andy Stout weighs in on what that means for rate decisions and market volatility heading into 2026. Plus, they walk you through the brand-new retirement contribution limits, the blind spots in portfolios of high-...
On this episode of Simply Money presented by Allworth Financial, Bob and Brian lay out a smart, rapid-fire checklist of year-end money moves to trim your tax bill, boost your wealth strategy, and set yourself up for a strong 2026. From maximizing retirement contributions and handling required minimum distributions to strategic charitable giving and capital gains planning, they’ve got your December 31st deadline covered. They&...
On this episode of Simply Money presented by Allworth Financial, Bob and Brian dig into Goldman Sachs’ bold prediction that the S&P 500 will hit 7,600 by 2026. But does this forecast actually mean anything for your financial plan? They explain why making decisions based on Wall Street predictions could derail your long-term goals. Plus, hear how high-net-worth investors can use strategies like direct indexing and buffered...
On this episode of Simply Money presented by Allworth Financial, Bob and Brian dive into the all-too-common portfolio "Frankenstein"—a scattered mix of accounts with zero strategy. They lay out the fixes, from consolidation to coordinated tax planning. They also explore how too much cash can drag down your returns, when DIY investing becomes an SOS moment, and how overlooked tax traps silently siphon wealth. Plus, they tackle...
On this episode of Simply Money presented by Allworth Financial, Bob and Brian explore how your financial plan should stay steady even when the economy doesn’t follow the script. From the double-digit interest rates of the 1980s to the AI-fueled market surge of 2023–24, they unpack the mixed signals investors have faced over the last 40 years—and what you can learn from the surprises. They also dive into how innov...
On this episode of Simply Money presented by Allworth Financial, Bob and Brian talk with Allworth Chief Investment Officer Andy Stout about what reopening the government would mean for data flow, how rising household debt is sending mixed signals, and why cracks are showing in the labor market. Plus, why smaller companies are shedding jobs while big corporations are hiring, and how AI might be playing a surprising role.
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On this episode of Simply Money presented by Allworth Financial, Bob and Brian explore the hidden ways that wealth buys freedom—and where it absolutely doesn’t. From buying back your time to avoiding toxic environments, high-net-worth families are realizing the true value of their money isn’t just growth… it’s liberation. But what about the stress, mental clutter, and family drama that even millions c...
On this episode of Simply Money presented by Allworth Financial, Bob and Brian pull up a booth at your favorite Saturday morning diner—where three strangers each worth around $3 million reveal just how wildly different financial lives can look. Meet Jim, a newly retired corporate lifer trying to make his nest egg last; Maria, a successful business owner staring down a big liquidity event; and Chris, a laid-back heir with a ta...
On this episode of Simply Money presented by Allworth Financial, Bob and Brian dive deep into the AI investment craze that’s dominating headlines. Are we too late to cash in? Or is this just the beginning of a new economic era? They break down the hype, the risks, and the smarter way to invest—without trying to pick a winner. Plus, why international investing may deserve another look, a fresh update on the real estate m...
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