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Simply Money — 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.

Copyright: © Copyright 55KRC (WKRC-AM)

Latest Episodes:

Simply Money Presented by Allworth Financial Sep 12, 2025

Show notes

On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the latest Consumer Price Index report and what it means for your wallet, discuss why Oracle is suddenly the market’s newest darling, and explain what a drop in mortgage rates could mean for both buyers and refinancers. They also explore Robinhood’s push into social investing, whether alternative strategies like gold and copper are smart diversifiers or just the latest trend, and walk through three practical steps for managing an over-concentrated stock position. Plus, on the anniversary of 9/11, they reflect on the market’s resilience in the face of tragedy and what lessons investors can take from it today.

See omnystudio.com/listener for privacy information.

Simply Money Presented by Allworth Financial Sep 10, 2025

Show notes

On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the growing role of alternative investments inside retirement plans — and why you should be cautious before diving in. They also tackle whether today’s AI excitement is the new dot-com bubble, the lessons behind a shocking $4 million hospital bill, and what nearly 600,000 new 401(k) millionaires can teach us about long-term discipline. Plus, you’ll hear a personal story about how being overconcentrated in one stock devastated a family financially. And in our listener Q&A, we cover farmland sales, retirement income strategies, umbrella insurance, global diversification, and whether direct indexing beats ETFs.

See omnystudio.com/listener for privacy information.

Simply Money Presented by Allworth Financial Sep 09, 2025

Show notes

On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down a weak August jobs report with Allworth’s Chief Investment Officer Andy Stout and what it could mean for the Federal Reserve’s upcoming rate decision. They also revisit the famous “4% rule” for retirement withdrawals — does it still hold up in today’s economy? Andy returns later in the show with strategies for growing capital and protecting against inflation, including buffered ETFs, direct indexing, and private equity. Plus, your questions answered on estate planning, charitable trusts, private equity investing, and even retiring abroad.

See omnystudio.com/listener for privacy information.

Simply Money Presented by Allworth Financial Sep 05, 2025

Show notes

Financial freedom used to mean never worrying about money again. But in today’s economy, the real key is flexibility. On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down why adaptability is now the cornerstone of wealth management—and how affluent families can structure their portfolios, tax plans, and spending to stay nimble no matter what markets or life throws their way.

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Simply Money Presented by Allworth Financial Sep 05, 2025

Show notes

Success brings rewards—but also hidden risks that can derail your financial future. On this episode of Simply Money presented by Allworth Financial, Bob and Brian explore how high-net-worth families can spot these risks before they become problems. Plus, strategies to potentially land in the coveted 0% capital gains tax bracket, and smart moves you can make now to protect your wealth and lifestyle.

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Simply Money Presented by Allworth Financial Sep 04, 2025

Show notes

On today’s episode of Simply Money presented by Allworth Financial, Bob and Brian tackle the country’s ballooning national debt, why it matters to investors, and what history can teach us about navigating deficits.

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Simply Money Presented by Allworth Financial Sep 03, 2025

Show notes

On today’s episode of Simply Money presented by Allworth Financial, Bob and Brian break down what the Fed’s preferred inflation gauge is signaling and why mortgage rates may stay stubbornly high despite potential rate cuts. They’ll also explain new tax rules coming in 2026 that could change how you give to charity, and highlight a new study showing many retirees may outlive their savings. Plus, they unpack the “action trap” that even smart investors fall into, compare retirement systems around the world, and tackle your questions on umbrella insurance, capital gains, risk tolerance in marriage, and managing tech-heavy portfolios.

See omnystudio.com/listener for privacy information.

Simply Money Presented by Allworth Financial Sep 01, 2025

Show notes

Smart people still make dumb money mistakes—and the wealthier you are, the higher the stakes. On today’s episode of Simply Money presented by Allworth Financial, Bob and Brian share the hidden biases that derail even savvy investors and practical steps to stay on track. They also dive into Gen X’s top retirement worry—health care costs—plus career expert Julie Bauke on building a personal brand after a big career, listener questions on trusts and vacation homes, and Brian’s “Bottom Line” on Roth vs. pre-tax 401(k) contributions.

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Simply Money Presented by Allworth Financial Aug 29, 2025

Show notes

Most of us spend decades chasing “more”—more returns, more growth, more money. But what happens when you’ve already won the game? On today’s episode of Simply Money presented by Allworth Financial, Bob and Brian explore when enough is actually the best strategy. From high-net-worth investors risking too much on tech stocks and crypto, to the psychology of always wanting “just a little more,” they break down why preservation and simplicity often beat chasing returns.

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Simply Money Presented by Allworth Financial Aug 29, 2025

Show notes

Markets are up, Nvidia is booming, and Taylor and Travis are engaged — but what does any of that mean for your financial plan? On today’s episode of Simply Money presented by Allworth Financial, Bob and Brian cut through the noise to show why successful investors don’t chase fads or panic over headlines. From maximizing cash yields to making smart decisions about Roth conversions, inheritances, and even prenups, Bob and Brian explain how discipline and planning — not hype — are what protect and grow wealth.

See omnystudio.com/listener for privacy information.

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