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Podcast: Simply Money
Episode:

Simply Money Presented by Allworth Financial
Category: Business
Duration: 00:42:10
Publish Date: 2025-11-05 07:14:58
Description: On this episode of Simply Money presented by Allworth Financial, Bob and Brian tackle one of the biggest fears for investors—putting money into the market when it’s at all-time highs. If you're sitting on cash from a business sale, inheritance, or disciplined saving, and waiting for a pullback, you may be doing more harm than good. They break down historical data showing why investing a lump sum typically beats dollar-cost averaging and why market highs are more normal than you think. Plus, a deep dive into the lawsuit against Pacific Life involving indexed universal life insurance, career plateau advice with Julie Bauke, and a cautionary tale about meme stocks. Finally, practical, simple year-end tax planning tips you can act on right now.

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