Simply Money Presented by Allworth Financial

On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down why so many people who have done everything right—saved, invested, and built significant wealth—still don't feel confident about their financial future. They explore the difference between passive decision-making and intentional planning, the two factors that truly move the needle, and why "hoping it all works out" can quietly derail even strong portfolios. Plus, why a financial windfall can be a risky moment if you act too quickly, how AI is starting to influence financial decisions (for better and worse), and answers to listener questions on managing concentrated stock positions, coordinating income across accounts, planning for market downturns, and making sure your financial life is prepared for the unexpected.

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 38:58 long.

This episode was published on Apr 10, 2026.

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