Simplicity Retirement Blueprint

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 m...

Life insurance can serve an important purpose in retirement planning—but that doesn’t mean every policy belongs in every plan. In this episode, Josh, Logan and Bruce discuss when life insurance may make sense for retirees, including potential uses for legacy planning, long-term care and tax-efficient wealth transfer. They also cover some of the common mistakes they see: holding onto ol...

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 sto...

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 on...

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 m...

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 S...

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. Ready t...

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