
← Simply Money2 Sept · 39 min
Simply Money presented by Allworth Financial
Simply Money presented by Allworth Financial
On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain why the first five years of retirement can make or break your financial plan, how a rising market can quietly increase the risk in your portfolio, and why having enough money to buy something doesn’t necessarily mean you should. Plus, they tackle tax-loss harvesting pitfalls, managing concentrated company stock, and why today’s mortgage rates shouldn’t be the only factor driving your decision to buy a home.
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