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Simply Money - 9/24/2025

Simply Money - 9/24/2025

Simply Money

September 25, 202538m 52s

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Show Notes

On this episode of Simply Money presented by Allworth Financial, Bob and Brian share the biggest regrets wealthy retirees face — and how to avoid them. They also cover how to turn severance into strategy, ways to protect your privacy from Google, listener questions on direct indexing and estate planning, and Brian’s bottom line on the Secure Act 2.0.

See omnystudio.com/listener for privacy information.