Retirement Roux with Simon & Simon Financial

On this week’s edition how to navigate inflation that is currently at a 40 year high. Taxes are going up. It’s not a question of “if”, but “when”. Retirement income that’s not taxable will be discussed get ready to take notes. We all have an idea of the lifestyle we want in retirement, and having a plan to get you there is vital. We have a few steps you can take.

If you have any questions about your retirement scenario

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On this week’s program Secure Act 2.0 takes center stage. What this will mean for retirement planning and what you should be aware of moving forward. We will discuss proven practices that can help you save more as you head towards retirement. Once in retirement the planning doesn’t stop. Planning how you spend your time in retirement is very important and we will talk bucket lists and being financially savvy. 

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A recent Fidelity Investments survey showed 71% of Americans are concerned about the impact of inflation and a volatile market could have on reaching their retirement goals. Today we’ll outline five retirement related risks to avoid in 2022. 

Can you have too much money in retirement? Probably not, but some retirees are finding they do have some excess cash even after all their bills are paid and are debt free. We’ve got some ways ...

On this week’s show we answer questions that advisors get every single day when it come to retirement. Long Term Care could be in the cards for some retirees. We will discuss alternatives to long term care insurance that you should be aware of as you plan for retirement. Breaking bad habits can be hard to do, we have some to be aware of when it comes to your retirement planning.

If you have any questions concerning your retiremen...

On this week’s edition we discuss what retirees are most concerned about in this current economic environment. What are retirees and pre retirees stoking their nest eggs with as they head to their golden years?

We will also debunk myths about annuities and you might just find that the right annuity could be a good fit in your retirement plan.

If you have any questions about retirement planning

call Simon & Simon 800-728-2225.

Second Consecutive quarter of decline equals a recession. On today’s show we discuss what this means for retirement planning. Planning for retirement for couples that have a significant age difference will be bantered about. If you are in this scenario with your spouse listen up. Also on this edition some tips to stretch your retirement dollars.

If you have any questions concerning your retirement

call Simon & Simon 800-728-2...

Retirees are returning to the workforce and it’s being called “The Great Un-resignation”. On this episode we will discuss how to alleviate the current fear concerning the lagging economy. Tips to keep your finances in shape to and through retirement. Also on today’s show, in times like these don’t panic, step back and assess the situation and your retirement plan.

If you have any questions about your retirement call Simon & S...

On this week’s program, Inflation is high, interest rates moving north, and the talk is, a recession is upon us. Has inflation peaked? How can you weather the storm as you move toward retirement? Questions asked and answered coming up. When markets are volatile there things you need to be doing as you near retirement.

If you have any questions call Simon & Simon 800-728-2225.

Retirement, Savings, Planning, Invest, Volatile,  

On today’s show we will talk about the pillars needed for a comfortable retirement. Inflation is a silent killer when planning for retirement. We discuss what inflation will mean to your planning process. We never want to sabotage our own retirement. We will go over a number of signs that you may be damaging your retirement and how to change the behavior.

We are all moving toward retirement and on today’s show we discuss financial risks to avoid. Retirees and pre retirees are worried about what a recession will do to their plans. We will discuss how to prepare. Retiring as a couple checklist will also be on today’s program.

On this week’s episode we talk regret. We have a woulda, coulda, shoulda, list you don’t want to miss. Inflation & a possible recession are on everyone’s mind especially those near and in retirement. We discuss steps you can take during uncertain times. Saving is paramount when it comes to retirement, but you need a retirement plan to with those savings and we have a few tips to help.

On this week’s show we discuss three mistakes to avoid as you near retirement. What if you could retire earlier than planned? We discuss strategies that can help. Going from accumulation phase to distribution of funds can be a tough transition as you enter retirement and we will discuss tips to help you.

On this week's episode we discuss 5 things you can be doing before you retire to make sure you’re ready for the big milestone. People have been leaving their jobs in record numbers. What can you do with that old 401K? We break the options down. Running out of money in retirement is the number one fire for retirees we go over key mistakes to avoid.

Financial education should not stop once you hit retirement. Retirement accounts and dividend stocks could be the dynamic duo in your retirement planning. We will discuss 3 reasons why. Is your retirement plan ready for uncertainty? Steps you can take to be better prepared for the ups and downs.

On this week’s show what you can do right now to make sure you’re ready for retirement when that day arrives. The market is volatile, we will discuss areas of retirement planning that need to be addressed. Plus 5 big mistakes to avoid as you get close to retirement.

Tax impact on your nest egg will be front and center on this week’s program. Tax implications for your retirement accounts.Secure Act 2.0 has passed the House easily and now the Senate will debate. How will this change retirement planning? We discuss on this week's show. We love a good quote about retirement! We will throw a few at you today.

Retirees are feeling anxious about their retirement as we deal with these uncertain times. On this week’s show we discuss how to stay calm when it comes to your planning.  Inflation is being felt across the board.Strategies to weather the storm coming up on today’s program. Frequently asked questions concerning annuities answered on the show this week as well.