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 circumstances.

Should you prioritize Roth savings? Does owning several funds mean you are truly diversified? Is $1 million enough to retire? And does the 4% rule make sense at every retirement age?

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.

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 circumstances.
Should you prioritize Roth savings? Does owning several funds mean you are truly diversified? Is $1 million enough to retire? And does the 4% rule make sense at every retirement age?
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

Good Retirement Advice That May Be Wrong for You

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