Retirement Roux with Simon & Simon Financial

Gerald Simon, Chad Simon, Grant Simon
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Retirement Roux with Simon & Simon Financial Podcast

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

  1. 10/07/2022

    Getting to Retirement on Your Terms

    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,

    46 min

  2. 09/30/2022

    Inflation is High, Taxes Headed North, It’s Important To Plan for The “What ifs”

    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 call Simon & Simon 800-728-2225. Retirement, Retire, Inflation, Taxes, Plan, Planning,

    47 min

  3. 09/23/2022

    Significant Changes In Retirement Planning and How it Affects You

    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.  If you have any questions about your retirement call Simon & Simon 800-728-2225. Planning, SecureAct, Saving, Retirement, Inflation, Taxes,

    44 min

  4. 09/02/2022

    Five Retirement Risks You Need to Avoid

    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 to share the wealth before you die. We spend years building up the balance in our 401(k) but what happens to it after we retire? We’ll go over some choices of what you can do with that 401(k) .  If you have any questions concerning your retirement call Simon & Simon 800-728-2225.  Retire, Invest, Volatility, Market, Money, Planning,

    47 min

  5. 08/26/2022

    Retirement Questions that Advisors handle on a Daily Basis

    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 retirement process call Simon & Simon 800-728-2225. Retire, Plan, Planning, Taxes, Roth, IRA,

    46 min

  6. 08/12/2022

    Inflation, Market Volatility, and Recession Swirling, Make Sure Your Retirement Plan is Ready.

    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. Retirement, Savings, Planning, Roth, IRA, Annuity,

    47 min

  7. 08/05/2022

    Fed Raising Interest Rates, The Economic Condition in Decline, How Will Retirement will be Impacted?

    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 800-728-2225. Retirement, Recession, Inflation, Annuity, Plan, Planning,

    47 min

  8. 07/29/2022

    Current Economic Environment has Some Returning to work, Welcome to the Great Un-retirement.

    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 & Simon 800-728-2225. Retire, Savings, Planning, Portfolio, Taxes, Recession, Inflation,

    47 min
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About

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

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