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Simply Money Presented by Allworth Financial

By Simply Money

October 15, 2025

On this episode of Simply Money presented by Allworth Financial, Bob and Brian celebrate the third birthday of the latest bull market — and reflect on what an 85% rise in the S&P 500 since 2022 really teaches long-term investors. Then, they explore a hidden risk for high-net-worth investors: complacency. When your wealth grows, it’s easy to think it’ll manage itself. Bob and Brian share how rebalancing, tax strategies, and proactive planning can keep success from turning into vulnerability. Plus, the team answers your most pressing financial questions about Roth IRAs, 5% CDs, and more.

This story originally appeared in Simply Money

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