Simply Money

On this episode of Simply Money, bold market forecasts are flying, but how accurate have past predictions been? Bob and Brian break it down. Plus, they clear up the confusion surrounding a viral Social Security tax email and discuss the mental trick that could boost your retirement savings.See omnystudio.com/listener for privacy information.

On this episode of Simply Money, Bob and Brian kick things off with Allworth Chief Investment Officer Andy Stout breaking down the new U.S.-EU trade deal—what it means for tariffs, global markets, and your portfolio. Then, they dive into the Fed’s upcoming rate decision, and why earnings season could give the central bank the clarity it’s been waiting for. Is a September rate cut back on the table? The conversation shifts to Wall Street’s rising speculative fever—think call options, meme stocks, and Krispy Kreme. Bob and Brian discuss the warning signs and what disciplined investors should do right now, especially when tech and AI positions have ballooned. Finally, they wrap up with a practical guide to cash management, comparing CDs, treasuries, and money markets—plus how direct indexing and Roth conversions can offer better tax outcomes.See omnystudio.com/listener for privacy information.

Are you an Analyzer, Avoider, Spender, or Saver? Your financial personality can explain everything from why you argue with your spouse about money to how you feel about risk and investing. On tonight’s show, Bob and Brian dig into the four core money personalities and help you discover how to harness yours—and understand others’.See omnystudio.com/listener for privacy information.

Tonight, we explore the powerful connection between consumer behavior and the stock market. Why do your spending habits—and your neighbor’s—matter so much to your investments? They also examine what the market is really reacting to right now and how your emotions might be clouding your judgment.See omnystudio.com/listener for privacy information.

Between the booming stock market and interest rate uncertainty, retirees and near-retirees are feeling more uncertain than ever. Bob and Brian unpack why anxiety is on the rise among retirees, what risks might be getting overlooked, and how to structure your retirement plan for more confidence and peace of mind. Cybersecurity expert Dave Hatter also shares how to protect yourself from new digital threats.See omnystudio.com/listener for privacy information.

On this episode of Simply Money, Bob and Brian dig into what investors should—and shouldn’t—do when the stock market keeps hitting record highs. Should you cash out or lean in? Behavioral finance, loss aversion, and portfolio strategy all come into play. Plus, hear how tools like direct indexing, buffered ETFs, and structured notes can help high-net-worth investors stay smart amid the noise. Then, a reality check on retirement: new data reveals more Americans tapping their 401(k)s early, and a growing crisis in senior housing—especially right here in Cincinnati. Are you making a dangerous assumption about what Medicare actually covers? We’ll walk through the risks of waiting too long to secure care solutions. Also in this episode: the truth about AI and investing—why even the smartest machine learning tools can't consistently beat the market, and how to actually use AI without falling for hype.See omnystudio.com/listener for privacy information.

As the market keeps climbing, the Simply Money team asks: should you trust this rally? Allworth Chief Investment Officer Andy Stout joins Bob and Brian to break down a surprisingly optimistic inflation report, the strength behind consumer spending, and why the market may be reacting with too much enthusiasm. Plus, Bob and Brian dig into the biggest retirement mistake pre-retirees make — and how to avoid it.See omnystudio.com/listener for privacy information.

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