Retire Simply

advisor-header-photo-names

Episode 14: It May Not Seem Fair, but It’s Reality

Taxes have a specific way of working when it comes to Social Security. We will talk about what you need to know to keep the most dollars in your pocket.
Listen & Read More

Episode 13: Leaving $ on the Table

You paid into it. You should get the most out of it. There are additional benefits that you could get, but you have to know how to get access to those benefits.
Listen & Read More

Episode 12: Making Sense of Social Security

Many times we spend more time planning our vacations then strategizing about social security. You need to plan like you are going to live for a long time. These episodes discuss will help you navigate the waters of social security.   For more information on Social Security, visit https://www.ssa.gov/
Listen & Read More

Episode 11: Risk and Your Overall Plan – Part 2

When you look at risk, the key can be organization. Where does the money need to go based on risk of growth and risk of withdrawal? Buckets can be a good way to plan when thinking about risk.
Listen & Read More

Episode 10: Risk and Your Overall Plan

In retirement we go from being a saver to being a spender. When this starts to happen, the market going up and down could mean a lot to your retirement. In this episode, we discuss how taking money out can change your bottom line and how that relates to risk when planning for retirement.
Listen & Read More

Episode 9: Know The Score

Many times we are taught that the rate of return is what matters. When saving for retirement, it doesn’t matter as much as you think. The money we keep is more important than the money we make. Find out more about your Risk Score in this episode.
Listen & Read More

Episode 8: Risky Business

2020 has been filled with unknowns and uncertainty. During this time, we want you to be ready if a market downturn happens again. It is important to position yourself in a way where you won’t be caught if the tide runs out. This series discusses how you can control the things you can control.
Listen & Read More

Episode 7: Design It, Map It, Build It

When you see a retirement planner, many times you want to know what it will be like to visit with them. In this episode we discuss our 3 Step Process we use to help you retire with joy, freedom and confidence. This is where the skill and plans take place to make sure you have…
Listen & Read More

Episode 6: Generating Income

Retirement is all about income because income gives us a choice. The more income you have in retirement, the more likely you are to be successful in achieving your retirement goals. Income equals choice and we all love having choices. Planning your income in retirement is crucially foundational. Listen to us explain what it means…
Listen & Read More

Episode 5: The Perfect Day

Many of you out there have been dreaming of retirement, hoping that one day it would come. One day is fast approaching or for some of you it is here, so what do you want to do in retirement? For some it is filled with grandkids, traveling, or moving to the place you always wanted…
Listen & Read More