Simply Money Presented by Allworth Financial

Simply Money Presented by Allworth Financial

July 11, 2026 · 38 min

About this episode

Bob and Brian discuss how to AI-proof your portfolio and share tips on reducing summer day camp costs.

On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down how to AI-proof your portfolio without betting the farm, explaining why investors can embrace the AI revolution while avoiding the mistakes of the dot-com era through diversification and strategies like direct indexing. Plus, they share smart ways families can reduce the high cost of summer day camp with little-known tax breaks and flexible spending accounts that could save thousands. See omnystudio.com/listener for privacy information.

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