Simply Money

Simply Money, presented by Allworth Financial, offers sophisticated financial guidance for individuals and high-net-worth families aiming to optimize their wealth. Hosts Bob Sponseller and Brian James provide straightforward, actionable strategies on complex topics like year-end tax loss harvesting, estate planning, donor-advised funds, and retirement rehearsal. The podcast distinguishes itself by addressing advanced financial challenges such as the 'millionaire's income problem' and international retirement considerations, alongside crucial family financial conversations. It caters to an audience seeking practical, expert insights to navigate economic shifts, maximize investments, and secure their financial future through smart tax and estate planning.