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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 Aug 05, 2026
    Show notes

    On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain why today's market bubbles may be smaller—and less dangerous—than the ones investors remember from the dot-com era and the financial crisis. They also discuss when alternative investments like private equity actually make sense, sit down with Allworth Senior Estate Planning Specialist Paul Schwartz to share strategies for preparing the next generation for one of the largest wealth transfers in history, and answer listener questions on building a lasting family legacy and protecting generational wealth.

    See omnystudio.com/listener for privacy information.


    Simply Money presented by Allworth Financial Aug 04, 2026
    Show notes

    On this episode of Simply Money presented by Allworth Financial, Bob and Brian are joined by Allworth Chief Investment Officer Andy Stout to break down what the latest GDP, inflation, and jobs data really say about the economy. They also discuss the winners and losers of earnings season, the market's reaction to AI spending, and answer listener questions about knowing when you've done enough Roth conversions, whether life insurance still belongs in your financial plan, and when it makes sense to finally pay the taxes on highly appreciated real estate.

    See omnystudio.com/listener for privacy information.


    Simply Money presented by Allworth Financial Jul 31, 2026
    Show notes

    On this episode of Simply Money presented by Allworth Financial, Bob and Brian explore what wealth really means today—and why true financial success is less about luxury and more about having the freedom to control your time, your choices, and your future. They discuss the growing trend of "career optionality," why more Americans are choosing flexibility over full retirement, and how thoughtful financial planning can help you build a life around purpose instead of possessions.

    See omnystudio.com/listener for privacy information.


    Simply Money presented by Allworth Financial Jul 31, 2026
    Show notes

    On this episode of Simply Money presented by Allworth Financial, Bob and Brian are joined by Allworth Chief Investment Officer Andy Stout and former Cleveland Fed President Dr. Loretta Mester to discuss the Federal Reserve's latest decision, inflation, and what the markets are signaling. They also break down the latest AI-driven earnings from Big Tech, explain why waiting for the "perfect" time to invest can be a costly mistake, answer a listener's question about investing after selling a business, and look at why Gen Z is spending less on nights out than previous generations.

    See omnystudio.com/listener for privacy information.


    Simply Money presented by Allworth Financial Jul 31, 2026
    Show notes

    See omnystudio.com/listener for privacy information.


    Simply Money presented by Allworth Financial Jul 31, 2026
    Show notes

    See omnystudio.com/listener for privacy information.


    Simply Money presented by Allworth Financial Jul 31, 2026
    Show notes

    See omnystudio.com/listener for privacy information.


    Simply Money presented by Allworth Financial Jul 24, 2026
    Show notes

    On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down what Alphabet's latest earnings reveal about the AI arms race, why Big Tech is pouring hundreds of billions into infrastructure, and what that means for investors. They also explain why massive AI spending could create both opportunity and risk, drawing lessons from the dot-com era and sharing how to avoid getting overconcentrated in today's hottest stocks.

    See omnystudio.com/listener for privacy information.


    Simply Money presented by Allworth Financial Jul 24, 2026
    Show notes

    On this episode of Simply Money presented by Allworth Financial, Bob and Brian put your financial instincts to the test with a series of real-world scenarios that reveal who really comes out ahead—from high earners versus high savers to paying off your mortgage versus investing, maximizing guaranteed retirement income, and using tax-loss harvesting to keep more of what you earn. Plus, they explore whether leaving a bigger inheritance is always the best legacy—and why thoughtful financial planning often beats a bigger pile of money.

    See omnystudio.com/listener for privacy information.


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

    See omnystudio.com/listener for privacy information.


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