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Show Notes
On this episode of Simply Money presented by Allworth Financial, Bob and Brian ask, “What’s the damage?”—diving into the subtle, often overlooked financial mistakes that can cost high-net-worth investors tens or even hundreds of thousands of dollars over time. From concentrated stock risk to missed Roth conversion opportunities during market downturns, they break down real-dollar examples that show how even seasoned investors can unknowingly sabotage their financial future.
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