About this episode

Bob and Brian discuss the complexities of financial security, tax implications, and retirement planning.

On this episode of Simply Money, Bob and Brian explain why having more money doesn’t always mean feeling more financially secure, reveal the overlooked portfolio number that could trigger a major tax bill, and discuss why some retirees may be waiting too long to enjoy the wealth they’ve built. Plus, how to navigate wealth differences with friends, plan for valuable collectibles, and recognize three phrases that should immediately put you on alert for a scam.

People in this episode

Hosts: Bob, Brian

Topics covered

• financial security
• tax implications
• retirement planning
• wealth management
• scam awareness

Keywords

• financial security
• tax bill
• retirement
• wealth differences
• collectibles
• scams

Mentioned in this episode

Organizations: Simply Money, Allworth Financial

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