Simply Money
Simply Money
55KRC (WKRC-AM)
Simply Money Presented by Allworth Financial
38 minutes Posted Jul 11, 2026 at 10:26 am.
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On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down how to AI-proof your portfolio without betting the farm, explaining why investors can embrace the AI revolution while avoiding the mistakes of the dot-com era through diversification and strategies like direct indexing. Plus, they share smart ways families can reduce the high cost of summer day camp with little-known tax breaks and flexible spending accounts that could save thousands.

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