Simply Money presented by Allworth Financial

On this episode of Simply Money presented by Allworth Financial, Bob and Brian reveal the costly financial mistakes even successful investors can make, from concentrated investments and poor tax planning to holding too much cash and lifestyle creep. Plus, they explore the life decisions that can shape your wealth, explain when it’s time to review old insurance policies, and answer retirement questions about Roth conversions, Social Security, and leaving an inheritance your heirs can handle.

See omnystudio.com/listener for privacy information.