Retirement planning is an important aspect of everyone’s life and shouldn’t be planned based on a guessed number. It’s important to do the proper steps to find out what real number you need to achieve for retirement. Listen in to learn more.
Listen to this quick breakdown of the new 401k contribution limits for 2026 and some other changes that may affect you.
No Tax on Social Security sounds like a dream come true, but is it really? Listen as we break down what it really means, and who really has social security tax free.
Politics have played a hand in what asset options are available for your 401(k). Learn what those new options could be in the future in this episode.
Feeling behind on retirement planning? In this episode, we break down smart, last-minute strategies to help you make the most of your time and savings.
Big life changes can mean big tax surprises. In this episode, we break down 5 events that could impact your taxes—and how to be ready before the IRS comes knocking.
There has been a small limit change to the 401k limit for a select number of people based on your age. Listen here to learn more about if this change affects you.
As inflation fluctuates, the cost of living fluctuates as well. Social Security tries to keep up with both of those factors but recently it just might not be enough. Learn more in this episode.
Do you ever ask yourself if you are saving enough in your 401K? Learn what the benchmark averages are for US citizens in this episode and jumpstart your financial planning.
Studies show that a significant number of households will run out of money during their retirement. Don’t be part of this statistic, listen to this episode for a much needed wakeup call.
Learn why it’s important to create a balance sheet for yourself. It is extremely helpful if your goal is to build wealth. Learn more in this episode.
The 2024 retirement account contribution limits are set! Listen to find out what they are!
In 2024, The fed decided they are going to raise social security benefits again! Hear all about it in this episode of the Simply Financial Podcast.
Discover the inspiring journey of Bill Downes, an everyday American who tells his story of how we was able to retire and what he learned throughout his life along the way.
It’s not widely thought about but there are actually different spending phases that retirees go through. It’s important to understand these phases and why retirees go through them to plan efficiently.
Social Security is a hot topic the US however things are looking quite grim in its future as a policy if nothing is done. Learn why in this episode.
Choosing when to take social security is a major concern for retirees. A great way to help you decide is to do a break-even analysis but there are also many more factors to consider. Listen to learn what they are!
Retirement isn’t something you should wait to think about. You need to be prepared and start planning as soon as you can. Listen to here why.
The slacker generation gets a bad rap due to that nickname. One area where most of generation X truly slacks is in retirement savings. Listen to some of these facts about Gen X and their retirement.
In this episode, we dive into the crucial topic of protecting your retirement during divorce. Discover how Qualified Domestic Relations Orders (QDROs) can safeguard your hard-earned savings and ensure a fair distribution of assets, empowering you to secure your financial future post-divorce.