Simplicity Retirement Blueprint

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 market swings can lead investors off course, why a rising S&P 500 doesn’t always tell the full story, and why retirement planning has...

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 b...

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, exchange traded funds (ETFs) and separately managed accounts (SMAs). But what do these acronyms mean?

How can we best use them in di...

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-sale taxes, Roth versus traditional accounts and charitable giving?

Find out today on the Simplicity Wealth Blueprint Show.

Re...

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 planning fit into a retirement strategy?

Find out today on the Simplicity Wealth Blueprint Show.

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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? An...

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 how can you prepare for risks involving taxes, Social Security and the rising cost of living without trying to predict exactly what ...