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 claim? How could working, taxes or future benefit changes affect what you receive?

And once required minimum distributions begin, could they also increase the taxes on your Social Security or raise your Medicare premiums?

Find out today on the Simplicity Wealth Blueprint Show.

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.

The information discussed in this podcast is for educational purposes only and should not be considered personalized financial, tax, or legal advice. Investing involves risk, including the possible loss of principal. Please consult a qualified professional regarding your individual circumstances.

Interest rates can affect everything from borrowing costs to bond values and retirement income. But even investments considered &ldquo;safe&rdquo; 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 claim? How could working, taxes or future benefit changes affect what you receive?
And once required minimum distributions begin, could they also increase the taxes on your Social Security or raise your Medicare premiums?
Find out today on the Simplicity Wealth Blueprint Show.
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.
The information discussed in this podcast is for educational purposes only and should not be considered personalized financial, tax, or legal advice. Investing involves risk, including the possible loss of principal. Please consult a qualified professional regarding your individual circumstances.

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

Hidden Retirement Gotchas: Interest Rates, Social Security and Taxes

https://api.omny.fm/orgs/5e27a451-e6e6-4c51-aa03-a7370003783c/clips/a7d45eb0-ef56-4f53-a847-b49801200dd8/transcript