Simply Money presented by Allworth Financial

Simply Money presented by Allworth Financial

July 17, 2026 · 39 min

About this episode

Bob and Brian discuss the importance of asking the right questions in financial planning to improve retirement strategies.

On this episode of Simply Money presented by Allworth Financial, Bob and Brian play a financial planning game that reveals the one overlooked question that can completely change your retirement strategy. From caring for aging parents and buying a dream vacation home to pension decisions and Roth conversions, they explain why great financial planning isn't just about the numbers—it's about asking the right questions before you make life-changing decisions. See omnystudio.com/listener for privacy information.

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