Episode 339
What Smart Investors Are Doing With Their Portfolios Right Now
Simply Money by Allworth Financial
April 3, 202638m 59s
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Show Notes
On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down why investors aren’t panicking despite rising geopolitical tensions, what that means for your portfolio, and how to prepare for volatility with smart planning, liquidity, and tax strategies—plus insights on life insurance decisions, concentrated stock risk, selling a business, Roth conversions, and why having proactive family conversations about long-term care matters more than ever.