Simply Money Presented by Allworth Financial

On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the key life moments when calling your financial advisor can make—or cost—you thousands. They also tackle a surprising trend: why retirees with millions saved still feel financially insecure, and how shifting from pension-style income to managing a "pile of money" has changed everything. Plus, insights from CIO Andy Stout on how tax-efficient investing strategies like tax loss harvesting and direct indexing can add real after-tax returns, and practical advice on gifting strategies, insurance gaps, and why not having a power of attorney could create major problems for your family.

You can listen to Simply Money Presented by Allworth Financial online on Radio and Podcast. Open the player on this page to stream the available audio.

Simply Money Presented by Allworth Financial is an episode from Simply Money by 55KRC (WKRC-AM).

This episode is 38:55 long.

This episode was published on Apr 17, 2026.

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