Simply Money
Simply Money

Simply Money presented by Allworth Financial

Mar 11, 2026 · 38m

<p>On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain why the most expensive financial decisions often aren&rsquo;t the ones you make &mdash; they&rsquo;re the ones you avoid . They walk through real-life examples of high-net-worth families who delayed portfolio changes, tax planning, diversification, or retirement decisions, only to face bigger consequences later. The guys also break down why a &ldquo;good investment&rdquo; can still be a bad financial move if it increases concentration risk or limits …

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