The Smart Money Moves That Matter at Every Age
About this episode
The episode discusses key financial moves across different life stages and addresses listener questions on various financial topics.
On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the key financial moves that matter most in every decade of your life—from building wealth in your 20s and 30s to protecting it in your 40s and preparing for retirement in your 50s and beyond. They also explain how hidden tax traps can develop inside brokerage accounts, answer listener questions on estate planning, retirement tax strategies, and umbrella insurance, and sit down with Allworth's insurance expert to discuss when long-term care insurance actually makes sense. Plus, Bob shares his perspective on whether homeownership is always the right financial move.
People in this episode
Hosts: Bob, Brian
Guest: Allworth's insurance expert
Topics covered
- financial moves
- wealth building
- retirement planning
- tax strategies
- insurance
Keywords
- financial moves
- wealth building
- retirement
- tax traps
- insurance
Mentioned in this episode
Organizations: Allworth Financial
More episodes of Simply Money by Allworth Financial
- The Most Dangerous Years of Retirement
- Why More Money Doesn’t Always Mean More Security
- The 10 Decisions That Can Make or Break Your Retirement
- The 10-Year Test Your Financial Plan Needs to Pass
- How to Protect Your Wealth From Mistakes You Can't Undo
- The Stock Market's Next Test—and How Much Cash You Really Need
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