Simply Money Presented by Allworth Financial

On this episode of Simply Money presented by Allworth Financial, Bob and Brian dive into the all-too-common portfolio "Frankenstein"—a scattered mix of accounts with zero strategy. They lay out the fixes, from consolidation to coordinated tax planning. They also explore how too much cash can drag down your returns, when DIY investing becomes an SOS moment, and how overlooked tax traps silently siphon wealth. Plus, they tackle 50-year mortgages, blurred lines between investing and gambling, and how Google profits from your personal data—along with how to push back.

From ETF overlap and buffered products to tax-efficient investing strategies for high-net-worth households, it’s a jam-packed episode full of insight.

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