Simply Money
Simply Money
55KRC (WKRC-AM)
Simply Money presented by Allworth Financial
39 minutes Posted Jun 3, 2026 at 6:05 am.
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Show notes

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.

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