Simply Money presented by Allworth Financial

By Simply Money

June 3, 2026

On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down what's fueling the market's powerful rally and why the gains are extending far beyond the Magnificent Seven. They also discuss a possible solution to Social Security's funding crisis, strategies for unwinding concentrated stock positions without creating a tax headache, when Roth conversions make sense—and when they don't—and how families can start meaningful conversations about future inheritances.

See omnystudio.com/listener for privacy information.

This story originally appeared in Simply Money

Advertise With Us
Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2026 iHeartMedia, Inc.

  • Help
  • Privacy Policy
  • Terms of Use
  • AdChoicesAd Choices