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June 20, 2025

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  • Understanding “Risk” vs. “Volatility” 0:00
  • Are Stock Market Bubbles All Bad? 9:40
  • The Vanderbilt Fortune: A Cautionary Tale 19:45
  • Ask the Advisor: Conversions, Gifts & QCDs 27:29
  • Estate Planning Made Simple 34:14

Risk vs. Volatility: Are You Really Playing It Safe with Your Retirement?

Is your retirement portfolio truly safe, or are you just playing it safe the wrong way? On this week’s Best of Simply Money podcast, Bob and Brian break down one of the biggest misunderstandings in investing: the difference between risk and volatility. Discover how fear-driven decisions like going to cash can actually harm your long-term financial future—and what smart investors are doing instead.

Plus, why some financial "bubbles" may not be as bad as they seem, what the fall of the Vanderbilt fortune can teach you about generational wealth, and the practical estate planning steps you can take right now to protect your legacy. Whether you're nearing retirement or already enjoying it, this episode is packed with real-life financial lessons and strategies to help you make informed decisions.











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