Simply Money Presented by Allworth Financial

On this episode of Simply Money presented by Allworth Financial, Bob and Brian challenge the traditional idea of retirement, exploring why having enough money isn't the same as having a fulfilling plan for what comes next. Inspired by a powerful real-life story, they discuss "purpose risk," the dangers of tying your identity solely to your career, and why true financial success is about creating optionality in your life—not just building wealth. They also break down how to turn your savings into a tax-efficient income stream, why rules like the 4% guideline can fall short, how to manage risk and cash flow in retirement, and why your "forever home" might not be as permanent as you think.

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 38:38 long.

This episode was published on Apr 9, 2026.

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