Simplicity Retirement Blueprint is a weekly, hour-long radio show hosted by Josh Pick, Partner of Simplicity Wealth Advisors, that includes investment management and strategic wealth planning for those in or nearly retired.

Simplicity Retirement Blueprint is a weekly, hour-long radio show hosted by Josh Pick, Partner of Simplicity Wealth Advisors, that includes investment management and strategic wealth planning for those in or nearly retired.

Simplicity Retirement Blueprint

Simplicity Blueprint

How to Pass on Wealth Without Creating a Mess

https://api.omny.fm/orgs/5e27a451-e6e6-4c51-aa03-a7370003783c/clips/cdccebe7-fb03-47ec-9065-b4ec010ba423/transcript

Risk Tolerance-Do you really need a Financial Advisor

https://api.omny.fm/orgs/5e27a451-e6e6-4c51-aa03-a7370003783c/clips/b5634fc2-5f61-47dd-8ac0-b4ec010b3eba/transcript

Losing money in the stock market is never the goal. But what if some of those losses could actually work in your favor?

In this episode, Josh Pick and Logan Harris explore how investors can use market declines to potentially reduce taxes without abandoning their long-term investment strategy. They explain direct indexing and tax-loss harvesting, two strategies that can turn individual stock losses into opportunities to offset capital gains.

The conversation also covers how these strategies can create additional flexibility for Roth conversions, help investors diversify concentrated stock positions, and potentially preserve more wealth for retirement and future generations.

It's a look at an investment strategy that was once largely reserved for the ultrawealthy, and why advances in technology are making it accessible to more investors.

Ready to take the next step?

If today’s episode sparked questions about your own retirement, we’re here to help.

Schedule a complimentary, no-obligation consultation with our team.

Visit www.SimplicityWealth.com/Columbus-Ohio

Or give us a call at (614) 917-1040

The Retirement Blueprint Show airs every Friday at 4 PM and Saturday at 12 PM on 98.9 FM The Answer. You can also subscribe to the podcast so you never miss an episode.

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investments involve the risk of loss. Simplicity Wealth Advisors does not provide legal or tax advice. The content provided is for informational purposes only and should not be construed as investment, legal or tax advice. Clients and prospective clients are encouraged to consult with their own legal and tax professionals regarding their specific situations.

Losing money in the stock market is never the goal. But what if some of those losses could actually work in your favor?
In this episode, Josh Pick and Logan Harris explore how investors can use market declines to potentially reduce taxes without abandoning their long-term investment strategy. They explain direct indexing and tax-loss harvesting, two strategies that can turn individual stock losses into opportunities to offset capital gains.
The conversation also covers how these strategies can create additional flexibility for Roth conversions, help investors diversify concentrated stock positions, and potentially preserve more wealth for retirement and future generations.
It's a look at an investment strategy that was once largely reserved for the ultrawealthy, and why advances in technology are making it accessible to more investors.
Ready to take the next step?
If today&rsquo;s episode sparked questions about your own retirement, we&rsquo;re here to help.
Schedule a complimentary, no-obligation consultation with our team.
Visit <a href="https://www.SimplicityWealth.com/Columbus-Ohio">www.SimplicityWealth.com/Columbus-Ohio</a>
Or give us a call at (614) 917-1040
The Retirement Blueprint Show airs every Friday at 4 PM and Saturday at 12 PM on 98.9 FM The Answer. You can also subscribe to the podcast so you never miss an episode.
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investments involve the risk of loss. Simplicity Wealth Advisors does not provide legal or tax advice. The content provided is for informational purposes only and should not be construed as investment, legal or tax advice. Clients and prospective clients are encouraged to consult with their own legal and tax professionals regarding their specific situations.

Can "Losing" Money in the Stock Market Actually be a Good Thing?

https://api.omny.fm/orgs/5e27a451-e6e6-4c51-aa03-a7370003783c/clips/9df10be5-2986-41f5-84e1-b4e50101a0f9/transcript

Market declines are part of investing. The bigger question for retirees is whether your plan is built to live through them without forcing you into a bad decision at the wrong time.

In this episode, we start with inflation, interest rates, oil prices and the latest market expectations before zooming out to something much more important: how often meaningful market declines actually happen. We discuss why trying to jump in and out of the market can be so costly, what recovery periods can look like after larger declines, and how diversification and a reserve of protected assets can help make volatility more manageable.

We also look at why diversification goes beyond simply owning more stocks, including international markets, fixed income, hedged strategies and other assets designed to respond differently when markets get rough. Ultimately, the goal isn't to eliminate every loss. It's to build a portfolio around your income needs, time horizon and ability to stay invested when the inevitable downturn arrives.

Ready to take the next step?

If today’s episode sparked questions about your own retirement, we’re here to help.

Schedule a complimentary, no-obligation consultation with our team.

Visit www.SimplicityWealth.com/Columbus-Ohio

Or give us a call at (614) 917-1040

The Retirement Blueprint Show airs every Friday at 4 PM and Saturday at 12 PM on 98.9 FM The Answer. You can also subscribe to the podcast so you never miss an episode.

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investments involve the risk of loss. Simplicity Wealth Advisors does not provide legal or tax advice. The content provided is for informational purposes only and should not be construed as investment, legal or tax advice. Clients and prospective clients are encouraged to consult with their own legal and tax professionals regarding their specific situations.

Market declines are part of investing. The bigger question for retirees is whether your plan is built to live through them without forcing you into a bad decision at the wrong time.
In this episode, we start with inflation, interest rates, oil prices and the latest market expectations before zooming out to something much more important: how often meaningful market declines actually happen. We discuss why trying to jump in and out of the market can be so costly, what recovery periods can look like after larger declines, and how diversification and a reserve of protected assets can help make volatility more manageable.
We also look at why diversification goes beyond simply owning more stocks, including international markets, fixed income, hedged strategies and other assets designed to respond differently when markets get rough. Ultimately, the goal isn't to eliminate every loss. It's to build a portfolio around your income needs, time horizon and ability to stay invested when the inevitable downturn arrives.
Ready to take the next step?
If today&rsquo;s episode sparked questions about your own retirement, we&rsquo;re here to help.
Schedule a complimentary, no-obligation consultation with our team.
Visit <a href="http://www.SimplicityWealth.com/Columbus-Ohio">www.SimplicityWealth.com/Columbus-Ohio</a>
Or give us a call at&nbsp;(614) 917-1040
The Retirement Blueprint Show airs every Friday at 4 PM and Saturday at 12 PM on 98.9 FM The Answer. You can also subscribe to the podcast so you never miss an episode.
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investments involve the risk of loss. Simplicity Wealth Advisors does not provide legal or tax advice. The content provided is for informational purposes only and should not be construed as investment, legal or tax advice. Clients and prospective clients are encouraged to consult with their own legal and tax professionals regarding their specific situations.

If Market Declines are Inevitable, How do You Navigate Them?

https://api.omny.fm/orgs/5e27a451-e6e6-4c51-aa03-a7370003783c/clips/1c05e365-b89a-41c9-ab9d-b4e50100fb58/transcript

How to Pass on Wealth Without Creating a Mess

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