Simplicity Retirement Blueprint

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...

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 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...

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...

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...

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...

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...

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...

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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...

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...

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...

You can be a good saver and still make costly mistakes when it comes to retirement. In this episode, Josh and Logan break down five common retirement mistakes even good savers make.  The challenge is that...

Passing wealth to the next generation involves more than deciding who gets what. The way your home, retirement accounts and other assets are structured can affect taxes, long-term care costs, probate and even family...

U.S. debt has climbed past $40 trillion, while concerns around the Japanese yen and Japan’s massive holdings of U.S. Treasuries are raising bigger questions about interest rates, markets and the global economy. In...