Simply Money presented by Allworth Financial
From Simply Money by 55KRC (WKRC-AM)
May 5, 2026 · 39 min
About this episode
The episode discusses stock market trends, Social Security benefits, the risks of AI in finance, and answers listener questions on various financial topics.
On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down why stocks just had their best month in five years while gold is plunging—despite global conflict—and what that signals about investor sentiment, inflation expectations, and where markets may head next. They also uncover a report revealing over $160 million in missed or underpaid Social Security benefits impacting thousands of retirees, discuss the real risks of letting AI make financial decisions on your behalf, and answer listener questions on Roth conversions, charitable giving strategies, and whether real estate still deserves a place in a high-net-worth portfolio. See omnystudio.com/listener for privacy information.
People in this episode
Hosts: Bob, Brian
Topics covered
- stock market performance
- Social Security benefits
- AI in finance
- Roth conversions
- charitable giving
- real estate investment
Keywords
- stocks
- gold
- investor sentiment
- inflation expectations
- missed benefits
- financial decisions
- Roth conversions
- charitable giving
- real estate
Sponsors
Allworth Financial
Mentioned in this episode
Organizations: Social Security, AI
Places: global
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