Partner Content
Simply Money - 9/24/2025
By Simply Money
September 25, 2025
On this episode of Simply Money presented by Allworth Financial, Bob and Brian share the biggest regrets wealthy retirees face — and how to avoid them. They also cover how to turn severance into strategy, ways to protect your privacy from Google, listener questions on direct indexing and estate planning, and Brian’s bottom line on the Secure Act 2.0.
This story originally appeared in Simply Money