Simply Money presented by Allworth Financial

On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the most common money mistakes they're still seeing in 2025 — and why even high-net-worth investors continue to fall into these traps. From chasing returns and emotional investing to poor tax planning, ill-advised Roth conversions, and overexposure to tech stocks, this conversation is packed with real-world examples and actionable takeaways. Whether it’s misunderstanding alternative investments or failing to build a retirement withdrawal strategy, these errors could cost you big. Learn how to avoid becoming a cautionary tale — and what it really means to have a financial plan versus just a portfolio.

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