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Show Notes
On this episode of Simply Money presented by Allworth Financial, Bob and Brian dive into the four hidden forces that subtly guide every high-stakes financial decision—especially for those with significant wealth. From emotional hang-ups and generational money mindsets to the quiet pressures of social comparison and analysis paralysis, the guys break down how even the most financially savvy families can be influenced in ways that spreadsheets can’t predict. Plus, they tackle the biggest financial mistakes successful investors admit to behind closed doors, reveal how divorce can wreck your retirement plan if you're not careful, and answer listener questions on annuities, private credit, and more.
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