{"podcast":{"title":"Simply Money by Allworth Financial","slug":"simply-money-by-allworth-financial-816771","podcast_index_feed_id":816771,"rss_url":"https://feed.podbean.com/simplymoney/feed.xml","website_url":"https://simplymoney.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/19341672/BOSM_for_Spotify8l21o.jpg","author":"Allworth Financial","episode_count":100,"summary":"The Best of Simply Money podcast covers all topics that affect your wallet: insight into business news, consumer finance, and retirement planning. The show is a weekly collection of segments which originally aired on 55KRC.","last_synced_at":"2026-07-11T06:17:46.084354+00:00","page_url":"https://stenobird.com/podcast/simply-money-by-allworth-financial-816771"},"episode":{"title":"The 5 Key Times to Call Your Financial Advisor","slug":"the-5-key-times-to-call-your-financial-advisor","published_at":"2026-05-15T18:00:00+00:00","page_url":"https://stenobird.com/podcast/simply-money-by-allworth-financial-816771/the-5-key-times-to-call-your-financial-advisor","show_page_url":"https://stenobird.com/podcast/simply-money-by-allworth-financial-816771","url":"https://simplymoney.podbean.com/e/the-5-critical-times-to-call-your-financial-advisor/","audio_url":"https://mcdn.podbean.com/mf/web/n37zituj4qiguhu2/4-16-26_Simply_Money_Full_Show8ggu9.mp3","summary":"On this episode of Simply Money, Bob and Brian break down the key life moments when calling your financial advisor can make—or cost—you thousands. They also tackle a surprising trend: why retirees with millions saved still feel financially insecure, and how shifting from pension-style income to managing a “pile of money” has changed everything. Plus, insights from CIO Andy Stout on how tax-efficient investing strategies like tax loss harvesting and direct indexing can add real after-tax returns, and practical advice on gifting strategies, insurance gaps, and why not having a power of attorney could create major problems for your family.","meta_description":"On this episode of Simply Money, Bob and Brian break down the key life moments when calling your financial advisor can make—or cost—you thousands. They al…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2336,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/simply-money-by-allworth-financial-816771/episodes/the-5-key-times-to-call-your-financial-advisor/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/simply-money-by-allworth-financial-816771/the-5-key-times-to-call-your-financial-advisor.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}