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Podcast: Simply Money
Episode:

Simply Money Presented by Allworth Financial
Category: Business
Duration: 00:37:53
Publish Date: 2025-09-01 23:50:07
Description: Smart people still make dumb money mistakes—and the wealthier you are, the higher the stakes. On today’s episode of Simply Money presented by Allworth Financial, Bob and Brian share the hidden biases that derail even savvy investors and practical steps to stay on track. They also dive into Gen X’s top retirement worry—health care costs—plus career expert Julie Bauke on building a personal brand after a big career, listener questions on trusts and vacation homes, and Brian’s “Bottom Line” on Roth vs. pre-tax 401(k) contributions.
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