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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 Jul 08, 2026

Show notes

On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down why the "Magnificent Seven" may no longer be the biggest winners in the AI boom, what SpaceX joining the Nasdaq 100 could mean for investors, and Jersey Mike's plans to go public. They also discuss how to filter out financial noise, review common life and disability insurance gaps for high-income professionals, answer listener questions on Roth conversions, helping adult children buy a home, and investing an inheritance, and wrap up with timeless money lessons from America's Founding Fathers.

See omnystudio.com/listener for privacy information.

Simply Money presented by Allworth Financial Jul 03, 2026

Show notes

On this episode of Simply Money presented by Allworth Financial, Bob and Brian unpack the seven most common financial lies we tell ourselves – from “I’ll be happy when I have more money” to “I’ll figure it out on my own.” These aren’t just small white lies; they’re deeply emotional narratives that can quietly sabotage your financial future. Whether you're navigating lifestyle creep, market timing fears, or generational silence around money, this episode helps you recognize these self-deceptions and replace them with smart, actionable advice. Plus, tips for protecting your finances through divorce, estate planning updates you might have missed, and the growing threat of elder cyber scams.

See omnystudio.com/listener for privacy information.

Simply Money presented by Allworth Financial Jul 02, 2026

Show notes

On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the most expensive lies couples tell themselves about money—especially the dangerous comfort of saying “we’re fine” —and explain how a lack of communication around retirement timing, estate plans, and financial roles can cost families millions and fracture relationships. They also dig into why a single withdrawal rate like the traditional 4% rule isn’t enough, exploring sequence of returns risk, bucket strategies, flexible spending guardrails, and how small tweaks in Monte Carlo assumptions can dramatically change your plan’s success rate. Plus, Allworth’s in-house insurance expert, Jodee Deutsch, joins the show to discuss when life insurance shifts from simple protection to advanced estate and legacy planning, and how high-net-worth families can better align their wealth with their long-term goals.

See omnystudio.com/listener for privacy information.

Simply Money presented by Allworth Financial Jul 01, 2026

Show notes

On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain why the most expensive financial decisions often aren’t the ones you make — they’re the ones you avoid . They walk through real-life examples of high-net-worth families who delayed portfolio changes, tax planning, diversification, or retirement decisions, only to face bigger consequences later. The guys also break down why a “good investment” can still be a bad financial move if it increases concentration risk or limits liquidity, key questions to ask before retiring early, how to think about withdrawal strategies and portfolio drift, and one clear sign you may be overthinking your finances.

See omnystudio.com/listener for privacy information.

Simply Money presented by Allworth Financial Jun 30, 2026

Show notes

On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down why the financial decisions that feel boring or easy to postpone often have the biggest impact on long-term success. From overlooked beneficiary designations and withdrawal strategies to missed tax-planning windows and life risks that don’t show up in market charts, they explain how successful families can do everything “right” and still run into avoidable problems. The conversation highlights why planning for taxes, longevity, healthcare, control, and flexibility matters just as much as investment returns—especially as net worth grows—and how proactive, thoughtful decisions today can protect both your lifestyle and your legacy.

See omnystudio.com/listener for privacy information.

Simply Money presented by Allworth Financial Jun 30, 2026

Show notes

On this episode of Simply Money presented by Allworth Financial, Bob and Brian explore what true wealth in retirement really means, from aligning your spending with your values to making smart pension choices, planning for business succession, and tackling real listener questions about emergencies, uneven expenses, and estate duties.

See omnystudio.com/listener for privacy information.

Simply Money presented by Allworth Financial Jun 25, 2026

Show notes

On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain why a mid-year financial review is about much more than investment performance. They break down how to make sure your portfolio still aligns with your goals, uncover tax-saving opportunities before year-end, evaluate retirement progress, update estate planning documents, review beneficiary designations, and determine whether you're holding the right amount of cash. Plus, they discuss why the most important financial question you can ask right now is simply: what has changed in your life this year?

See omnystudio.com/listener for privacy information.

Simply Money presented by Allworth Financial Jun 25, 2026

Show notes

On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the seven financial lies we tell ourselves—from believing more money will finally make us happy to thinking we can time the market, save later, or figure everything out on our own. They also discuss the financial realities of divorce, why cybercriminals are increasingly targeting seniors and their life savings, how to prepare your spouse to take over the family finances if needed, and critical estate planning mistakes that can create major headaches for your heirs. Plus, answers to listener questions on emergency funds, cognitive decline planning, and protecting your family's financial future.

See omnystudio.com/listener for privacy information.

Simply Money presented by Allworth Financial Jun 25, 2026

Show notes

On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain why the stock market’s boring days are often the most important for building long-term wealth, and why trying to time the market can come at a steep cost. They also discuss the growing AI investment frenzy in Taiwan and the dangers of chasing hot trends, cybersecurity risks lurking inside smart home devices, and answer listener questions about business exit planning, tax-efficient investing, and managing wealth more strategically.

See omnystudio.com/listener for privacy information.

Simply Money presented by Allworth Financial Jun 24, 2026

Show notes

On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain why many investors who think they’re diversified may actually have far more exposure to AI and semiconductor stocks than they realize, how concentration risk has shown up throughout market history, and what wealthy investors can do to protect against it. They also break down the recent pullback in private credit funds, the dangers of relying on active managers to pick the next market winners, why your portfolio’s purpose matters more than its returns, and answer listener questions on direct indexing, family business inheritance planning, Roth conversions, and the new Trump Accounts for children.

See omnystudio.com/listener for privacy information.

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