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October 23, 2026

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  • Turn Savings into Retirement Income 0:00
  • Why Paying Taxes Now Can Pay Off 12:25
  • Is Your Estate Plan Outdated? 19:56
  • Smart Tax Moves for Your Wealth 27:51
  • When Money Complicates Relationships 34:50

The Retirement Planning Gap—and How to Close It

On this episode of Simply Money presented by Allworth Financial, Bob and Brian reveal the surprising gap between thinking about retirement and actually planning for it, explain why paying taxes now could save you thousands later, and welcome Allworth estate planning expert Paul Schwartz to uncover common estate planning mistakes. Plus, smart strategies for selling a vacation home, making the most of tax losses, gifting appreciated stock to your kids, and the surprising role money plays in keeping relationships together.



 



 



 
















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