On this episode of Simply Money presented by Allworth Financial, Bob and Brian dig into a question every successful saver eventually faces: Are you building the life you want—or just building a bigger balance sheet? They explore the “scoreboard syndrome” that drives high-net-worth individuals to keep chasing higher numbers without knowing why, and share real stories of clients with millions who hesitate to spend even small amounts on meaningful things. From financial perfectionism and lifestyle creep to the pressure of living someone else’s version of success, they challenge listeners to redefine wealth in terms of life satisfaction—not just dollars.

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On this episode of Simply Money presented by Allworth Financial, Bob and Brian unpack the seven most common financial lies we tell ourselves – from “I’ll be happy when I have more money” to “I’ll figure it out on my own.” These aren’t just small white lies; they’re deeply emotional narratives that can quietly sabotage your financial future. Whether you're navigating lifestyle creep, market timing fears, or generational silence around money, this episode helps you recognize these self-deceptions and replace them with smart, actionable advice. Plus, tips for protecting your finances through divorce, estate planning updates you might have missed, and the growing threat of elder cyber scams.

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On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down how to handle your money when markets get rattled by tariff talk and headline hysteria. With President Trump stirring global conversations in Davos and fresh concerns over trade wars, unrest, and corporate profits, they revisit the fundamentals: staying invested, rebalancing, and using market volatility to your advantage. They also examine tax-loss harvesting, buffered ETFs, and how direct indexing can help high-net-worth investors stay ahead. Plus, a new report shows the average 50-something American now has a net worth over $1 million. But how did they get there—and does it even mean they're ready for retirement? Bob and Brian unpack the wealth-building habits that really matter and the next-level strategies for those with a higher net worth.

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