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    Business

    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.

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    Copyright: © Copyright 55KRC (WKRC-AM)

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    Latest Episodes:
    Simply Money presented by Allworth Financial Sep 30, 2026
    Show notes

    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.

    See omnystudio.com/listener for privacy information.


    Simply Money presented by Allworth Financial Sep 29, 2026
    Show notes

    On this episode of Simply Money presented by Allworth Financial, Bob and Brian look at whether higher Treasury yields should change your investment strategy, the growing concentration of the S&P 500, and why business owners need to start planning years before a sale. Plus, they tackle helping adult children buy a home, retiring years before your spouse, gifting appreciated stock, and when to claim Social Security.

    See omnystudio.com/listener for privacy information.


    Simply Money presented by Allworth Financial Sep 25, 2026
    Show notes

    On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain why election-year anxiety shouldn’t drive your investment decisions. They dig into decades of market history showing how stocks have performed under both Republican and Democratic leadership, why presidents often get too much credit—or blame—for market returns, and why your long-term financial plan should matter far more than who controls Washington.

    See omnystudio.com/listener for privacy information.


    Simply Money presented by Allworth Financial Sep 25, 2026
    Show notes

    On this episode of Simply Money presented by Allworth Financial, Bob and Brian reveal how inflation quietly erodes your purchasing power—and why playing it too safe in retirement can create risks of its own. Plus, they look at what Home Depot’s remarkable long-term run can teach investors about chasing today’s hottest stocks, explain why too much loyalty to your employer could hurt your career, and answer questions about umbrella insurance, charitable giving, and helping adult kids invest without jeopardizing your own retirement.

    See omnystudio.com/listener for privacy information.


    Simply Money presented by Allworth Financial Sep 23, 2026
    Show notes

    On this episode of Simply Money, Bob and Brian crash-test a $3 million retirement plan against market drops, overspending, family gifts, and an early death. Plus, they lay out a five-year retirement countdown, explain how to help your kids without creating financial problems, and discuss smart tax moves that could open up once the paycheck stops.

    See omnystudio.com/listener for privacy information.


    Simply Money presented by Allworth Financial Sep 23, 2026
    Show notes

    On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the hype and risks surrounding a potential blockbuster Anthropic IPO, why some retirees may actually be too reluctant to spend their savings, and why your portfolio’s purpose should matter more than chasing returns. Plus, they tackle your questions on early retirement, leaving money to your kids, and what soaring diesel prices could mean for inflation.

    See omnystudio.com/listener for privacy information.


    Simply Money presented by Allworth Financial Sep 22, 2026
    Show notes

    See omnystudio.com/listener for privacy information.


    Simply Money presented by Allworth Financial Sep 18, 2026
    Show notes

    On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain how your financial past can quietly shape the decisions you make today. From childhood money lessons to the scars left by 2008, they reveal why the habits that helped you build wealth may not always be the ones that help you enjoy and protect it—and how to keep old fears from hijacking a good financial plan.

    See omnystudio.com/listener for privacy information.


    Simply Money presented by Allworth Financial Sep 18, 2026
    Show notes

    On this episode of Simply Money presented by Allworth Financial, Bob and Brian talk with former Cleveland Fed President Dr. Loretta Mester about the Fed’s latest rate hike, stubborn inflation, and why Americans still feel uneasy about the economy. Plus, how to build tax flexibility into your retirement plan, prepare for long-term care costs and market downturns, and the simple habits everyday millionaires use to build lasting wealth.

    See omnystudio.com/listener for privacy information.


    Simply Money presented by Allworth Financial Sep 16, 2026
    Show notes

    On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the Federal Reserve’s latest rate hike and what it could mean for your cash, bonds, and portfolio. Plus, how to diversify a concentrated stock position without creating a massive tax bill, why equal isn’t always fair when dividing an inheritance, and smart answers to your questions about dividend reinvestment, umbrella insurance, and 1031 exchanges.

    See omnystudio.com/listener for privacy information.


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