Are You Really Wealthy — or Just Riding the Market?
Simply Money by Allworth Financial
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Show Notes
On this week’s Best of Simply Money podcast, Bob and Brian warn against the “paper wealth trap” — mistaking market highs for lasting financial security. They break down how to turn temporary gains into durable wealth with proper liquidity, diversification, and planning. You’ll also hear why buffered ETFs are drawing billions from investors — and when they actually make sense. Plus, real estate pro Michelle Sloan joins to weigh in on the age-old question: rent or buy? And in ‘Ask the Advisor’ — smart moves for deferred comp plans, protecting company stock, and selling rental properties tax-smartly.