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March 7, 2025

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  • Analyzing recent market volatility 0:00
  • Kroger’s CEO steps down 13:30
  • Rise of 401(k) millionaires 15:28
  • Value-based investing 19:45
  • Simply Money’s ‘Fact or Fiction’ 28:48
  • Social Security strategies 34:13

Market Volatility Explained, Tax-Smart Investing Strategies, and Aligning Your Portfolio with Your Values

On this week’s Best of Simply Money podcast, Amy and Bob break down recent market volatility and what it means for investors. They’re joined by Allworth's Chief Investment Officer, Andy Stout, who provides historical context on market downturns and insights into managing large portfolios. They also explore how tax-smart trading can enhance portfolios of all sizes, offering key strategies to optimize financial growth. Plus, Andy shares how investors can align their portfolios with their personal or religious values, without sacrificing returns.






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