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Simply Money presented by Allworth Financial

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Manage episode 520459441 series 1474113
Content provided by 55KRC (WKRC-AM). All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by 55KRC (WKRC-AM) or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the most common money mistakes they're still seeing in 2025 — and why even high-net-worth investors continue to fall into these traps. From chasing returns and emotional investing to poor tax planning, ill-advised Roth conversions, and overexposure to tech stocks, this conversation is packed with real-world examples and actionable takeaways. Whether it’s misunderstanding alternative investments or failing to build a retirement withdrawal strategy, these errors could cost you big. Learn how to avoid becoming a cautionary tale — and what it really means to have a financial plan versus just a portfolio.

See omnystudio.com/listener for privacy information.

  continue reading

1049 episodes

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iconShare
 
Manage episode 520459441 series 1474113
Content provided by 55KRC (WKRC-AM). All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by 55KRC (WKRC-AM) or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the most common money mistakes they're still seeing in 2025 — and why even high-net-worth investors continue to fall into these traps. From chasing returns and emotional investing to poor tax planning, ill-advised Roth conversions, and overexposure to tech stocks, this conversation is packed with real-world examples and actionable takeaways. Whether it’s misunderstanding alternative investments or failing to build a retirement withdrawal strategy, these errors could cost you big. Learn how to avoid becoming a cautionary tale — and what it really means to have a financial plan versus just a portfolio.

See omnystudio.com/listener for privacy information.

  continue reading

1049 episodes

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