Simply Money presented by Allworth Financial
From Simply Money by 55KRC (WKRC-AM)
April 29, 2026 · 39 min
About this episode
Bob and Brian discuss conflicting market predictions and their implications for long-term financial planning, along with various investment strategies.
On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down three conflicting market predictions making headlines right now—and why reacting to any of them could derail your long-term plan—while also diving into the dangers of turning your 401(k) into a betting platform, whether a “too balanced” portfolio could actually hurt your growth, how appraisal gaps can impact what you really pay for a home, and smart strategies for high-net-worth investors including direct indexing, managing large IRA balances, and planning for long-term care without over-insuring. See omnystudio.com/listener for privacy information.
People in this episode
Hosts: Bob, Brian
Topics covered
- market predictions
- 401(k) risks
- portfolio management
- appraisal gaps
- high-net-worth strategies
- long-term care planning
Keywords
- market predictions
- 401(k)
- portfolio management
- appraisal gaps
- high-net-worth investors
- direct indexing
- IRA balances
- long-term care
Sponsors
Allworth Financial
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