Simplicity Blueprint
Simplicity Retirement Blueprint
Playlist by Simplicity BlueprintSimplicity 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 thos…330 clip(s) in playlist
Big Things Are Happening at Simplicity Wealth Columbus
We've got some exciting things coming up at Simplicity Wealth Columbus! This week, Josh Peck and Logan Harris join Bruce Hooley to discuss the latest economic headlines, including the Fed's interest rate dilemma, inflation, and the impact of AI on the markets. Then, we turn our attention to two u…
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How Retirement Decisions Affect Each Other
Retirement decisions rarely stand alone. When you claim Social Security can affect taxes, Medicare costs and survivor benefits. Working longer may sound like a simple solution, until health, family or job changes force the issue. Even choices like borrowing from a retirement account can look very …
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Why We Chose Simplicity Wealth
The week ended with another jobs report, another round of questions about interest rates, inflation, housing and what the Fed might do next. But the bigger conversation became something else entirely: How do you make sure the people helping guide your retirement are still improving too? In this e…
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Hidden Retirement Gotchas-Interest Rates Social Security and Taxes
Interest rates can affect everything from borrowing costs to bond values and retirement income. But even investments considered “safe” can create challenges if rates change or income ends sooner than expected. Social Security also comes with more decisions than many people realize. When should you…
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Mutual Funds vs ETFs vs SMAs Oh My...
For years, much of the S&P 500 growth has been attributed to a handful of companies in a couple of sectors. But recent outlooks question how long the tech and AI growth can last. Does betting on their continued dominance still make sense? We've all heard of these investment vehicles: mutual funds,…
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Retirement Changes the Rules
For years, the goal was simple: save, invest, and keep building. As retirement gets closer, how does that change the goals? The focus starts to shift: How do you turn savings into reliable income? How should taxes and withdrawals be managed? Does your investment strategy still fit? Josh and L…
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Can You Retire, Spend Freely, and Stop Worrying?
A strong jobs report. A Fed governor makes a comment. Markets move. Suddenly everyone has an opinion about what it means for your retirement. But the closer retirement gets, the bigger questions are often much more personal. Can you actually retire? Can you spend the money you spent decades savin…
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Does Life Insurance Belong in Your Retirement Plan?
Life insurance can serve an important purpose in retirement planning—but that doesn’t mean every policy belongs in every plan. In this episode, Josh, Logan and Bruce discuss when life insurance may make sense for retirees, including potential uses for legacy planning, long-term care and tax-effici…
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The "Perfect" Amount of Money for Retirement
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Why More Financial Information Can Lead to Worse Decisions
There has never been more financial information available. The problem is figuring out what actually matters. Headlines, market predictions, social media and everything in between can make it feel like every new piece of information demands a decision. In this episode, Josh and Logan talk about w…
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