
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.
Allworth Financial
Explore listener stats, chart rankings, contacts and more on the Simply Money podcast page.