Simply Money presented by Allworth Financial
Update: 2026-01-01
Description
On this episode of Simply Money presented by Allworth Financial, Bob and Brian challenge the traditional notion of retirement. Is it really about never working again? Or is the real dream having the freedom to work on your terms? They dig into why more high-net-worth families are choosing “financial flexibility” over full retirement, how to plan for that transition, and the hidden tax advantages that can make it work. Plus, the emotional—and often overlooked—decision to downsize your home, why clinging to old investments could hurt your future, and how a “retirement time machine” approach can help you make smarter money moves today.
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