Simply Money presented by Allworth Financial
Fri Feb 06 2026
On this episode of Simply Money presented by Allworth Financial, Bob and Brian tackle the best—and worst—money advice you’re likely to hear at a Super Bowl party and explain why tips from “successful” friends, doctors, executives, or business owners can still lead you astray. They break down common myths like ditching bonds entirely, never selling company stock because of taxes, assuming your CPA is handling long-term planning, believing you’ll automatically be in a lower tax bracket in retirement, and thinking your kids will “figure it out” when they inherit your wealth. Along the way, they share smarter alternatives using tools like buffered ETFs, direct indexing, tax-loss harvesting, proactive tax planning, and intentional family conversations so party chatter doesn’t end up calling the plays in your real financial plan.
See omnystudio.com/listener for privacy information.
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On this episode of Simply Money presented by Allworth Financial, Bob and Brian tackle the best—and worst—money advice you’re likely to hear at a Super Bowl party and explain why tips from “successful” friends, doctors, executives, or business owners can still lead you astray. They break down common myths like ditching bonds entirely, never selling company stock because of taxes, assuming your CPA is handling long-term planning, believing you’ll automatically be in a lower tax bracket in retirement, and thinking your kids will “figure it out” when they inherit your wealth. Along the way, they share smarter alternatives using tools like buffered ETFs, direct indexing, tax-loss harvesting, proactive tax planning, and intentional family conversations so party chatter doesn’t end up calling the plays in your real financial plan. See omnystudio.com/listener for privacy information.