The Financial Blind Spots High-Net-Worth Investors Can’t Ignore
Simply Money by Allworth Financial
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Show Notes
On this week’s Best of Simply Money podcast, Bob and Brian issue a critical warning for anyone who’s never vetted their financial advisor—breaking down a real-life fraud case and how to protect yourself. They unpack whether gold belongs in your portfolio, reveal the hidden risks of neglected 401(k)s, and explain how to make them work harder for high-net-worth investors. Plus, smart listener questions on helping kids with a home down payment, guarding against early-retirement market drops, and unwinding a concentrated stock position without triggering a massive tax bill.