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May 30, 2025

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  • Why Smart Investors Still Make Rookie Mistakes 0:00
  • The Hidden Tax Trap of Mutual Funds 2:25
  • Concentrated Stock Positions: Risks & Solutions 5:31
  • Estate Planning Essentials: Avoiding Hidden Costs 8:35
  • Buffered ETFs Explained: Protection with Flexibility 11:23
  • The Retirement Red Zone: Spending in the First 10 Years 19:53
  • Why “Set It and Forget It” Fails Over 60 25:49
  • How to Freeze Your Credit in 5 Minutes 32:56

The #1 Mistake Even Smart Investors Make — And How to Fix It

 

On this week's Best of Simply podcast, Bob and Brian uncover the most common mistake even successful savers make with their money — and it’s not what you’d expect. Learn why having multiple accounts without a strategy could be sabotaging your financial future.

They also break down how to manage concentrated stock positions, the role of buffered ETFs in today's volatile markets, and why the first 10 years of retirement spending matter more than you think. Plus, a 5-minute task that could save you thousands in fraud protection. Don't miss these actionable insights to help secure your money now and for years to come!










Download and rate our podcast here.

 

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