Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

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.
Player FM - Podcast App
Go offline with the Player FM app!

Simply Money Presented by Allworth Financial

38:33
 
Share
 

Manage episode 519417603 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 dig into Goldman Sachs’ bold prediction that the S&P 500 will hit 7,600 by 2026. But does this forecast actually mean anything for your financial plan? They explain why making decisions based on Wall Street predictions could derail your long-term goals. Plus, hear how high-net-worth investors can use strategies like direct indexing and buffered ETFs to protect against taxes and inflation. They also break down the looming tax impact of mutual fund capital gains distributions, how new credit card rules might hit your rewards, and why using your vacation days might be just as financially important as your investment decisions.

See omnystudio.com/listener for privacy information.

  continue reading

1049 episodes

Artwork
iconShare
 
Manage episode 519417603 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 dig into Goldman Sachs’ bold prediction that the S&P 500 will hit 7,600 by 2026. But does this forecast actually mean anything for your financial plan? They explain why making decisions based on Wall Street predictions could derail your long-term goals. Plus, hear how high-net-worth investors can use strategies like direct indexing and buffered ETFs to protect against taxes and inflation. They also break down the looming tax impact of mutual fund capital gains distributions, how new credit card rules might hit your rewards, and why using your vacation days might be just as financially important as your investment decisions.

See omnystudio.com/listener for privacy information.

  continue reading

1049 episodes

모든 에피소드

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play