Simply Money presented by Allworth Financial

On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the true art of asset location—why it’s not just about what you invest in, but where you hold those investments. They walk through real-life scenarios for high-net-worth investors, explaining how to use pre-tax, Roth, and taxable accounts to build smarter, tax-savvy portfolios. Then, a surprising move from tech giants: Amazon, Alphabet, and Meta are flooding the market with corporate bonds. Why now? And what does that mean for income-focused investors?

Plus, career expert Julie Bauke joins the show to unpack the “Executive Dilemma”—when to stay, when to jump, and how to evaluate your next big move. Also: tech-heavy indexes, the rise of private credit, and what to do with a lump sum after selling a rental property. And Brian's surprising take on the gig economy.

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