See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

Plenty of people make it to retirement on their own. They've spent decades saving, investing, and building wealth, sometimes accumulating millions of dollars without professional help.

So why do people who've already done everything right decide to seek financial advice?

This week, Bruce Hooley asks Josh Pick and Logan Harris that very question. From confirming you have enough to retire to creating income, managing taxes, and gaining the confidence to spend what you've saved, we explore what finally brings successful investors through our doors.

Ready to talk about your retirement?

Visit www.SimplicityWealth.com/Columbus-Ohio or call (614) 917-1040 to schedule a complimentary, no-obligation consultation.

The Retirement Blueprint Show airs Fridays at 4 PM and Saturdays at 12 PM on 98.9 FM The Answer.

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investments involve the risk of loss. Simplicity Wealth Advisors does not provide legal or tax advice. The content provided is for informational purposes only and should not be construed as investment, legal or tax advice. Clients and prospective clients are encouraged to consult with their own legal and tax professionals regarding their specific situations.

See omnystudio.com/listener for privacy information.

We've got some exciting things coming up at Simplicity Wealth Columbus!

This week, Josh Peck and Logan Harris join Bruce Hooley to discuss the latest economic headlines, including the Fed's interest rate dilemma, inflation, and the impact of AI on the markets.

Then, we turn our attention to two upcoming educational events designed to help you make more informed financial decisions.

Join us for one of our upcoming events:

• Social Security Workshops: October 13 and 14, 6:30–7:30 PM at the Powell Municipal Building.

• Money, Meaning, and Markets: November 5, 6:30–8:00 PM at 8101 North High Street. Explore smarter charitable giving strategies and get your financial questions answered.

Space is limited. Visit www.SimplicityWealth.com/Columbus-Ohio and select Events to learn more and register.

Ready to take the next step?

If today’s episode sparked questions about your own retirement, we’re here to help.

Schedule a complimentary, no-obligation consultation with our team.

Visit www.SimplicityWealth.com/Columbus-Ohio

Or give us a call at (614) 917-1040

The Retirement Blueprint Show airs every Friday at 4 PM and Saturday at 12 PM on 98.9 FM The Answer. You can also subscribe to the podcast so you never miss an episode.

The information discussed in this podcast is for educational purposes only and should not be considered personalized financial, tax, or legal advice. Investing involves risk, including the possible loss of principal. Please consult a qualified professional regarding your individual circumstances.

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investments involve the risk of loss. Simplicity Wealth Advisors does not provide legal or tax advice. The content provided is for informational purposes only and should not be construed as investment, legal or tax advice. Clients and prospective clients are encouraged to consult with their own legal and tax professionals regarding their specific situations.

See omnystudio.com/listener for privacy information.

Retirement decisions rarely stand alone.

When you claim Social Security can affect taxes, Medicare costs and survivor benefits. Working longer may sound like a simple solution, until health, family or job changes force the issue. Even choices like borrowing from a retirement account can look very different once you compare the full cost instead of relying on a rule of thumb.

In this episode, Josh and Logan discuss why a good retirement plan has to account for how these decisions interact, how changing circumstances can reshape the plan, and why flexibility and backup options matter just as much as the original strategy

If today’s episode sparked questions about your own retirement, we’re here to help.

Schedule a complimentary, no-obligation consultation with our team.

Visit SimplicityWealth.com/Columbus-Ohio
Or call (614) 917-1040

The Retirement Blueprint Show airs every Friday at 4 PM and Saturday at 12 PM on 98.9 FM The Answer. You can also subscribe to the podcast so you never miss an episode.

The information discussed in this podcast is for educational purposes only and should not be considered personalized financial, tax, or legal advice. Investing involves risk, including the possible loss of principal. Please consult a qualified professional regarding your individual circumstances.

See omnystudio.com/listener for privacy information.

The week ended with another jobs report, another round of questions about interest rates, inflation, housing and what the Fed might do next.

But the bigger conversation became something else entirely: How do you make sure the people helping guide your retirement are still improving too?

In this episode, Josh and Logan talk about why the firm chose Simplicity Wealth, what scale and resources can add to an advisory practice, and why access to better technology, deeper specialization and broader experience can matter to clients.

They also discuss the balance between having the backing of a larger organization and still maintaining the independence to recommend what actually fits the person sitting across the table.

Because the goal is not just a better client experience on the surface. It is better planning, better monitoring, better communication and a stronger process for making retirement decisions over time.

If today’s episode sparked questions about your own retirement, we’re here to help.

Schedule a complimentary, no-obligation consultation with our team.

Visit SimplicityWealth.com/Columbus-Ohio
Or call (614) 917-1040

The Retirement Blueprint Show airs every Friday at 4 PM and Saturday at 12 PM on 98.9 FM The Answer. You can also subscribe to the podcast so you never miss an episode.

The information discussed in this podcast is for educational purposes only and should not be considered personalized financial, tax, or legal advice. Investing involves risk, including the possible loss of principal. Please consult a qualified professional regarding your individual circumstances.

See omnystudio.com/listener for privacy information.