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April 3, 2026

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  • Investor Reaction to Market Volatility 0:00
  • How to Protect Your Portfolio in a Recession 12:18
  • What to Do With Old Life Insurance Policies 19:49
  • Reducing Risk in a Concentrated Stock Position 28:00
  • Planning for Long-Term Care With Family 35:55

What Smart Investors Are Doing With Their Portfolios Right Now

On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down why investors aren’t panicking despite rising geopolitical tensions, what that means for your portfolio, and how to prepare for volatility with smart planning, liquidity, and tax strategies—plus insights on life insurance decisions, concentrated stock risk, selling a business, Roth conversions, and why having proactive family conversations about long-term care matters more than ever.


 



 
















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