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 unpack why the rise of AI company Anthropic is moving markets—even though you can’t invest in it—and what that means for portfolios that may already be heavily exposed to tech. The conversation then shifts to retirement realities, including the often-underestimated cost of healthcare and the critical need to plan for cognitive decline before it becomes a crisis. They also highlight a troubling AI deepfake scam that cost an 82-year-old woman $200,000 and share practical steps to protect your family, while answering listener questions on Roth c...