TEASE IN AFTER EFFECT

On this week’s program Secure Act 2.0 takes center stage. What this will mean for retirement planning and what you should be aware of moving forward. We will discuss proven practices that can help you save more as you head towards retirement. Once in retirement the planning doesn’t stop. Planning how you spend your time in retirement is very important and we will talk bucket lists and being financially savvy. 

If you have any questions about your retirement call Simon & Simon 800-728-2225.

Planning, SecureAct, Saving, Retirement, Inflation, Taxes,  

On this week’s program Secure Act 2.0 takes center stage. What this will mean for retirement planning and what you should be aware of moving forward. We will discuss proven practices that can help you save more as you head towards retirement. Once in retirement the planning doesn’t stop. Planning how you spend your time in retirement is very important and we will talk bucket lists and being financially savvy. 
If you have any questions about your retirement call Simon &amp; Simon 800-728-2225.
Planning, SecureAct, Saving, Retirement, Inflation, Taxes,

Gerald, Chad, and Grant Simon bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.

For more information or to get your own questions answered, call or text (800) 728-2225

Retirement Roux with Simon & Simon Financial

On this week’s program Secure Act 2.0 takes center stage. What this will mean for retirement planning and what you should be aware of moving forward. We will discuss proven practices that can help you save more as you head towards retirement. Once in retirement the planning doesn’t stop. Planning how you spend your time in retirement is very important and we will talk bucket lists and being financially savvy.   If you have any questions about your retirement call Simon & Simon 800-728-2225.  Planning, SecureAct, Saving, Retirement, Inflation, Taxes,

Significant Changes In Retirement Planning and How it Affects You

On this week’s show we discuss getting to retirement on your terms. We have tips that will help you as you close in on retirement. Be on the lookout for these costly mistakes as you plan for retirement. We will talk about how to avoid big errors in your planning.

If you have any questions about your retirement situation

call Simon & Simon 800-728-2225.

Retire, Safety, Taxes, Roth, IRA, Planning,

On this week’s show we discuss getting to retirement on your terms. We have tips that will help you as you close in on retirement. Be on the lookout for these costly mistakes as you plan for retirement. We will talk about how to avoid big errors in your planning.
If you have any questions about your retirement situation
call Simon &amp; Simon 800-728-2225.
Retire, Safety, Taxes, Roth, IRA, Planning,

On this week’s show we discuss getting to retirement on your terms. We have tips that will help you as you close in on retirement. Be on the lookout for these costly mistakes as you plan for retirement. We will talk about how to avoid big errors in your planning.  If you have any questions about your retirement situation  call Simon & Simon 800-728-2225.  Retire, Safety, Taxes, Roth, IRA, Planning,

Getting to Retirement on Your Terms

On this week’s edition how to navigate inflation that is currently at a 40 year high. Taxes are going up. It’s not a question of “if”, but “when”. Retirement income that’s not taxable will be discussed get ready to take notes. We all have an idea of the lifestyle we want in retirement, and having a plan to get you there is vital. We have a few steps you can take.

If you have any questions about your retirement scenario

call Simon & Simon 800-728-2225.

Retirement, Retire, Inflation, Taxes, Plan, Planning,

On this week’s edition how to navigate inflation that is currently at a 40 year high. Taxes are going up. It’s not a question of “if”, but “when”. Retirement income that’s not taxable will be discussed get ready to take notes. We all have an idea of the lifestyle we want in retirement, and having a plan to get you there is vital. We have a few steps you can take.
If you have any questions about your retirement scenario
call Simon &amp; Simon 800-728-2225.
Retirement, Retire, Inflation, Taxes, Plan, Planning,

On this week’s edition how to navigate inflation that is currently at a 40 year high. Taxes are going up. It’s not a question of “if”, but “when”. Retirement income that’s not taxable will be discussed get ready to take notes. We all have an idea of the lifestyle we want in retirement, and having a plan to get you there is vital. We have a few steps you can take.  If you have any questions about your retirement scenario  call Simon & Simon 800-728-2225.  Retirement, Retire, Inflation, Taxes, Plan, Planning,

Inflation is High, Taxes Headed North, It’s Important To Plan for The “What ifs”

A recent Fidelity Investments survey showed 71% of Americans are concerned about the impact of inflation and a volatile market could have on reaching their retirement goals. Today we’ll outline five retirement related risks to avoid in 2022. 

Can you have too much money in retirement? Probably not, but some retirees are finding they do have some excess cash even after all their bills are paid and are debt free. We’ve got some ways to share the wealth before you die.

We spend years building up the balance in our 401(k) but what happens to it after we retire? We’ll go over some choices of what you can do with that 401(k) . 

If you have any questions concerning your retirement

call Simon & Simon 800-728-2225. 



Retire, Invest, Volatility, Market, Money, Planning,

A recent Fidelity Investments survey showed 71% of Americans are concerned about the impact of inflation and a volatile market could have on reaching their retirement goals. Today we’ll outline five retirement related risks to avoid in 2022. 
Can you have too much money in retirement? Probably not, but some retirees are finding they do have some excess cash even after all their bills are paid and are debt free. We’ve got some ways to share the wealth before you die.
We spend years building up the balance in our 401(k) but what happens to it after we retire? We’ll go over some choices of what you can do with that 401(k) . 
If you have any questions concerning your retirement
call Simon &amp; Simon 800-728-2225. 
 
Retire, Invest, Volatility, Market, Money, Planning,

A recent Fidelity Investments survey showed 71% of Americans are concerned about the impact of inflation and a volatile market could have on reaching their retirement goals. Today we’ll outline five retirement related risks to avoid in 2022.   Can you have too much money in retirement? Probably not, but some retirees are finding they do have some excess cash even after all their bills are paid and are debt free. We’ve got some ways to share the wealth before you die.  We spend years building up the balance in our 401(k) but what happens to it after we retire? We’ll go over some choices of what you can do with that 401(k) .   If you have any questions concerning your retirement  call Simon & Simon 800-728-2225.      Retire, Invest, Volatility, Market, Money, Planning,

Significant Changes In Retirement Planning and How it Affects You

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Retirement Roux with Simon & Simon Financial

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