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Podcast: Simply Money
Episode:

Simply Money Presented by Allworth Financial
Category: Business
Duration: 00:41:12
Publish Date: 2025-10-24 05:56:20
Description: On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain why riding recent market highs could lead to costly mistakes—and what to do instead. They share year-end tax strategies, rebalance tips, and the smart way to donate appreciated stock. Plus, should annuities be the default in your 401(k)? A high-income caller gets expert advice on the Roth vs. pre-tax debate—and learns about a powerful savings tool few people know. And don’t miss the hidden retirement “sweet spot” that could save you big on taxes.

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