Retirement Roux with Simon & Simon Financial

By: Gerald Simon Chad Simon Grant Simon
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  • Summary

  • 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
    2024 Gerald Simon, Chad Simon, Grant Simon
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Economics
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Episodes
  • Getting to Retirement on Your Terms

    Getting to Retirement on Your Terms
    Oct 7 2022

    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,

    See omnystudio.com/listener for privacy information.
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    46 mins
  • Inflation is High, Taxes Headed North, It’s Important To Plan for The “What ifs”

    Inflation is High, Taxes Headed North, It’s Important To Plan for The “What ifs”
    Sep 30 2022

    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,

    See omnystudio.com/listener for privacy information.
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    47 mins
  • Significant Changes In Retirement Planning and How it Affects You

    Significant Changes In Retirement Planning and How it Affects You
    Sep 23 2022

    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,  

    See omnystudio.com/listener for privacy information.
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    44 mins

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