Want to create an interactive transcript for this episode?
Podcast: Simply Money
Episode: Simply Money Presented by Allworth Financial
Description: On this episode of Simply Money presented by Allworth Financial, Bob and Brian share a critical warning for anyone working with a financial advisorâespecially if you've never verified their credentialsâby breaking down a shocking real-life fraud case and explaining how to protect yourself. They then explore whether gold deserves a place in every investorâs portfolio, offering a measured take that separates fear from smart planning. Next, they go on a ârescue missionâ to uncover the risks of neglecting old 401(k) accountsâespecially for high-net-worth individualsâand explain how to make them work harder for your retirement. The listener m...