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…313 clip(s) in playlist
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…
24:37
The Retirement Risk That Doesn’t Make Headlines
Market headlines can change by the hour. Jobs reports, interest rates, earnings, AI and geopolitical news can all move stocks in the short term. But one of the biggest risks to a retirement plan is much quieter: inflation. In this episode, Josh, Logan and Bruce discuss why reacting to daily marke…
24:40
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…
49:01
Magnificent 7 Still Supreme? Plus Mutual Funds, ETFs, 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,…
49:02
Commodity Markets, Saving for Your Kids & Tax-Smart Financial Planning
How can geopolitical conflict affect commodity prices, and how do futures contracts help producers and investors manage—or speculate on—price changes? How do Trump Accounts compare with 529 plans and other ways to save for children? And what should families understand about Social Security, home-…
49:03
A New Advisor Joins the Show: Trump Accounts, Annuities & Retirement Income
Josh and Bruce welcome Logan Harris, the newest advisor at Simplicity Wealth Columbus, to the Retirement Blueprint Show. How could Trump Accounts help families start investing earlier and teach children the value of compounding? And where might annuities, life insurance and tax-efficient income p…
49:01
Good Retirement Advice That May Be Wrong for You
Retirement rules of thumb can be helpful, but they are not automatically right for every household. This episode looks at how common retirement advice can lead to unnecessary taxes, hidden risk, or costly decisions when it is not coordinated around your income needs, assets, age, and family circum…
49:04
Can Your Retirement Plan Withstand Inflation and Uncertainty?
Oil prices, interest rates, inflation and global uncertainty can all influence the markets—but reacting to every headline may create more problems than it solves. How do Federal Reserve decisions affect the economy? Why is inflation especially dangerous for retirees living on a fixed income? And h…
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SIMPLICITY Retirement Blueprint Radio Show 06 12
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SIMPLICITY Retirement Blueprint Radio Show 06 05
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