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August 29, 2025

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  • GDP Growth, Nvidia, and Cracker Barrel 0:00
  • What To Do With Your Cash 12:40
  • What To Do With I Bonds 16:33
  • Prenup and Estate Planning Lessons 19:47
  • Ask the Advisor 27:13
  • Warren Buffett’s Lessons at 95 35:06

How Smart Investors Protect Wealth in a Noisy World

Markets are up, Nvidia is booming, and Taylor and Travis are engaged — but what does any of that mean for your financial plan? On this week’s Best of Simply Money podcast, Bob and Brian cut through the noise to show why successful investors don’t chase fads or panic over headlines. From maximizing cash yields to making smart decisions about Roth conversions, inheritances, and even prenups, Bob and Brian explain how discipline and planning — not hype — are what protect and grow wealth.












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6.  2021 Value of an Advisor Study / Russel Investments

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