Retirement Roux with Simon & Simon Financial
BookmarkGerald Simon, Chad Simon, Grant Simon
Retirement Roux with Simon & Simon Financial is a business podcast hosted by Gerald Simon, Chad Simon, Grant Simon. It has 46 episodes, with the latest published October 2022.
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
business ·en-US ·46 episodes
Getting to Retirement on Your Terms
Inflation is High, Taxes Headed North, It’s Important To Plan for The “What ifs”
Significant Changes In Retirement Planning and How it Affects You
Five Retirement Risks You Need to Avoid
Retirement Questions that Advisors handle on a Daily Basis
Inflation, Market Volatility, and Recession Swirling, Make Sure Your Retirement Plan is Ready.
Fed Raising Interest Rates, The Economic Condition in Decline, How Will Retirement will be Impacted?
Current Economic Environment has Some Returning to work, Welcome to the Great Un-retirement.
Recession Rearing its Ugly Head, Is your Retirement Plan Ready?
Steps to Take Now to Achieve a Comfortable Retirement
Watchout for These Financial Risks in Retirement
Regrets Many Retirees have, The Woulda, Coulda, Shoulda list You Can learn from
Retirement is Always Changing, Evolving, Make Sure You Plan for it.
Mistakes to Avoid as You Near Your Retirement Date
Are you Ready to Retire? 5 Things you can do right now to make sure
Planning for Inflation’s Impact on Your Retirement.
Financial Literacy is key to Building Wealth and Retiring Comfortably
Making Sure You Are Ready For Retirement
Taxes will have a huge Impact on Retirement, Are you ready?
Anxious About Your Retirement Planning? We’ve got Tips to Calm Your Nerves.
Tax Strategies are Vital as you Move Toward, and into Retirement
Strategies to avoid the pain of inflation in retirement!
Tax Planning for Retirement
Cryptocurrencies are now mainstream, digging in to what it is and isn’t
Planning for a Solid Retirement
Ideas to Create Income in Retirement and Tips when turning 50 to shore up your plan.
Are you really ready to retire? Get ready for a Retirement Readiness checklist
Busting up Bogus Myths When it Comes to Retirement.
Rules of Thumb When it Comes to Finances and Your Retirement
Threats that can impact your retirement savings
Having a Retirement Plan is Smart, Protecting that plan is Vital.
New year, an Retirement Accounts could be in need of Resolutions
Retirement Mistakes to Avoid
Getting your Retirement Strategies Straight heading into the new year.
Making your Money Last Through your Retirement
Protecting Your Nest Egg From Uncertainty
Safeguarding Your Retirement
Pros and Cons of working in retirement & Are you sabotaging your golden years by doing these 6 things?
Planning for tomorrow's taxes that will impact your retirement
Retirement advice rarely ages well, we discuss and highlight some advice that may need to be retired.
Market Volatility
How to Properly Withdrawal from Retirement Accounts
Inflation / Retirement Stressors
Decumulation and Mistakes to Avoid When Planning for Retirement
Transitioning into Retirement / What Happens to a 401(k) When You Retire
Secure Act 2.0 / Biggest Retirement Regrets
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