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SimplyAdvised Podcast

SimplyAdvised Podcast

Your go-to place to find trusted subject-matter experts who communicate critical information in a meaningful and memorable way, guiding you to make smart choices.

October 23, 2020 SimplyAdvised Team

Episode 1: The Family Estate Organizer With a Heart — With Dean Thurman

November 2, 2020 SimplyAdvised Team

Episode 2: The Advantage of Roths In Your Portfolio — With Kelly Boyd

November 13, 2020 SimplyAdvised Team

Episode 3: Your Ultimate Guide To the Bucket Strategy — With Mason Gorris

SimplyAdvised Blog

Quick and easy-to-read information regarding retirement strategies, estate planning, taxes, Social Security and more.

Five Ways to Maximize Your Social Security Benefits

Five Ways to Maximize Your Social Security Benefits

What would an income increase of 10% mean to your retirement? Would it afford you more freedom? More opportunity to travel? The ability to spoil your grandchildren? Or even the ability to buy that vacation home on the lake you’ve always dreamed of? For most Americans,...

401(k) vs. Traditional IRA vs. Roth IRA

401(k) vs. Traditional IRA vs. Roth IRA

Which retirement account is best for you? The world of personal investing, finance and retirement is filled with acronyms: traditional IRA, Roth IRA, 401(k), RMD, APR, ETF, FDIC and so many more. While they may seem intimidating, a degree in finance is not required to...