Retirement Roux with Simon & Simon Financial
Gerald Simon, Chad Simon, Grant Simon
Gerald, Chad, and Grant Simon bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes. For more information or to get your own questions answered, call or text (800) 728-2225
Categorias: Finanzas
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On this week’s show we discuss getting to retirement on your terms. We have tips that will help you as you close in on retirement. Be on the lookout for these costly mistakes as you plan for retirement. We will talk about how to avoid big errors in your planning. If you have any questions about your retirement situation call Simon & Simon 800-728-2225. Retire, Safety, Taxes, Roth, IRA, Planning,
Episodios anteriores
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46 - Getting to Retirement on Your TermsFri, 07 Oct 2022
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45 - Inflation is High, Taxes Headed North, It’s Important To Plan for The “What ifs”Fri, 30 Sep 2022
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44 - Significant Changes In Retirement Planning and How it Affects YouFri, 23 Sep 2022
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43 - Five Retirement Risks You Need to AvoidFri, 02 Sep 2022
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42 - Retirement Questions that Advisors handle on a Daily BasisFri, 26 Aug 2022
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41 - Inflation, Market Volatility, and Recession Swirling, Make Sure Your Retirement Plan is Ready.Fri, 12 Aug 2022
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40 - Fed Raising Interest Rates, The Economic Condition in Decline, How Will Retirement will be Impacted?Fri, 05 Aug 2022
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39 - Current Economic Environment has Some Returning to work, Welcome to the Great Un-retirement.Fri, 29 Jul 2022
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38 - Recession Rearing its Ugly Head, Is your Retirement Plan Ready?Fri, 22 Jul 2022
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37 - Steps to Take Now to Achieve a Comfortable RetirementFri, 15 Jul 2022
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36 - Watchout for These Financial Risks in RetirementFri, 01 Jul 2022
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35 - Regrets Many Retirees have, The Woulda, Coulda, Shoulda list You Can learn fromFri, 24 Jun 2022
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34 - Retirement is Always Changing, Evolving, Make Sure You Plan for it.Fri, 17 Jun 2022
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33 - Mistakes to Avoid as You Near Your Retirement DateFri, 10 Jun 2022
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32 - Are you Ready to Retire? 5 Things you can do right now to make sureFri, 27 May 2022
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31 - Planning for Inflation’s Impact on Your Retirement.Fri, 20 May 2022
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30 - Financial Literacy is key to Building Wealth and Retiring ComfortablyFri, 13 May 2022
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29 - Making Sure You Are Ready For RetirementFri, 06 May 2022
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28 - Taxes will have a huge Impact on Retirement, Are you ready?Fri, 29 Apr 2022
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27 - Anxious About Your Retirement Planning? We’ve got Tips to Calm Your Nerves.Fri, 15 Apr 2022
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26 - Tax Strategies are Vital as you Move Toward, and into RetirementFri, 08 Apr 2022
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25 - Strategies to avoid the pain of inflation in retirement!Fri, 01 Apr 2022
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24 - Tax Planning for RetirementFri, 25 Mar 2022
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23 - Cryptocurrencies are now mainstream, digging in to what it is and isn’tFri, 18 Mar 2022
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22 - Planning for a Solid RetirementFri, 11 Mar 2022
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21 - Ideas to Create Income in Retirement and Tips when turning 50 to shore up your plan.Fri, 04 Mar 2022
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20 - Are you really ready to retire? Get ready for a Retirement Readiness checklistFri, 25 Feb 2022
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19 - Busting up Bogus Myths When it Comes to Retirement.Fri, 18 Feb 2022
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18 - Rules of Thumb When it Comes to Finances and Your RetirementFri, 11 Feb 2022
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17 - Threats that can impact your retirement savingsFri, 04 Feb 2022
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16 - Having a Retirement Plan is Smart, Protecting that plan is Vital.Fri, 21 Jan 2022
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15 - New year, an Retirement Accounts could be in need of ResolutionsFri, 14 Jan 2022
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14 - Retirement Mistakes to AvoidFri, 07 Jan 2022
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13 - Getting your Retirement Strategies Straight heading into the new year.Fri, 31 Dec 2021
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12 - Making your Money Last Through your RetirementFri, 17 Dec 2021
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11 - Protecting Your Nest Egg From UncertaintyFri, 10 Dec 2021
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10 - Safeguarding Your RetirementFri, 03 Dec 2021
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9 - Pros and Cons of working in retirement & Are you sabotaging your golden years by doing these 6 things?Fri, 26 Nov 2021
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8 - Planning for tomorrow's taxes that will impact your retirementFri, 19 Nov 2021
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7 - Retirement advice rarely ages well, we discuss and highlight some advice that may need to be retired.Fri, 12 Nov 2021
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6 - Market VolatilityFri, 05 Nov 2021
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5 - How to Properly Withdrawal from Retirement AccountsFri, 29 Oct 2021
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4 - Inflation / Retirement StressorsFri, 22 Oct 2021
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3 - Decumulation and Mistakes to Avoid When Planning for RetirementFri, 15 Oct 2021
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2 - Transitioning into Retirement / What Happens to a 401(k) When You RetireFri, 08 Oct 2021
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1 - Secure Act 2.0 / Biggest Retirement RegretsFri, 01 Oct 2021
