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Show Notes
On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down what your “money personality” says about the way you invest—and how it might be helping or hurting your long-term plan. Are you a thrill-seeker, a security blanket, a control freak, a balanced mediator, or maybe even an ostrich with your head in the sand? They’ll walk through the pros and cons of each type and how to build a portfolio that actually matches who you are. Later, they dive into the real-life dilemma of divorced couples hanging onto 2% mortgages—why cheap debt may be keeping people tied together long after love is gone, and the financial (and emotional) tradeoffs of “nesting” or buying each other out. Plus, Jocile Ehrlich from the Better Business Bureau stops by with the newest scams you need to watch for, and the show wraps up with a retirement checklist and Brian’s Bottom Line.
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