Simply Money presented by Allworth Financial

On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down how just two trading days over the past year could have dramatically impacted your portfolio—and why trying to time the market based on fear can cost you millions over time. They also cover the risks of having multiple old 401(k)s, smart strategies for Roth conversions and tax-efficient charitable giving, how to approach estate planning conversations with aging parents, the importance of pre-planning end-of-life decisions, and when advanced strategies like direct indexing actually make sense for higher-net-worth investors.

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 39:20 long.

This episode was published on Apr 8, 2026.

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