Market volatility is the opening topic in this podcast. Chad, Grant, and Gerald outline ways a market correction could impact your retirement along with tips to help keep your plan strong in the event of a correction of worse. What’s the key to protecting your savings from a crash and what are your best investment strategies? They also talk about simplifying your entry into retirement and go over some of the financial gaps that could impact your planning.

 

To connect with Simon & Simon Financial, just call (800) 728-2225.

 

Volatility, markets, inflation, taxes, gaps

 

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There is an art to properly withdraw from your retirement accounts and, if not done properly, it could cost you money. Grant & Chad discuss the right order in which to approach your withdrawal. They also looks at some red flags that could warn of adjustments needed to your current retirement thinking and he offers some tips in giving yourself confidence in spending in retirement.

 

To connect with Gerald, Chad, Grant, and the team at Simon & Simon Financial, just call (800) 728-2225.

 

Withdrawal, strategies, spending, RetirementRedFlags

 

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The 5.4% rise in the consumer price index in the last year marked the highest inflation in almost 13 years. If you remember the soaring, double-digit inflation rates of the 1970s, you may be worried now.

In this episode, The Simons discuss ways to stress test your retirement nest egg and offer action steps to take to relieve the stress.

To connect with the Gerald, Chad, Grant, and the team at Simon & Simon Financial, just call (800) 728-2225.

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Decumulation is more than just spending those hard earned retirement dollars. We need to set up lifetime income. Pay attention to tax ramifications. Make sure healthcare is covered. What about legacy planning. Oh and don’t forget to have fun.

In this episode, we’ll highlight some mistakes to avoid in planning for retirement.

To connect with the Gerald, Chad, Grant, and the team at Simon & Simon Financial, just call (800) 728-2225.

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Making the transition from working and saving to retiring and spending is a big deal. What happens to your plan if the market goes sideways. The Simons break down what you can do to prepare.

We also discuss what happens to that 401(k) you’ve been paying into for all those years. Let’s break down our options.

To connect with the Gerald, Chad, Grant, and the team at Simon & Simon Financial, just call (800) 728-2225.

See omnystudio.com/listener for privacy information.

There are many parts to SECURE Act 2.0. It's not clear what will be in the final bill but most agree it will be passed in some form by the end of the year. In this episode, the Simon's take a look at both proposals.   Also in this episode, Hindsight is 20/20. We discuss some of the biggest things retirees wish they did differently.   To connect with the Gerald, Chad, Grant, and the team at Simon & Simon Financial, just call (800) 728-2225.

See omnystudio.com/listener for privacy information.