Retirement planning doesn’t have to be overwhelmingly complicated. It certainly doesn’t have to be as complicated as some people make it.

In this episode, we unravel the unnecessary complexities often woven into the fabric of retirement advice. We’ll debunk some myths, simplify strategies, and uncover the beauty of simplicity and straightforward retirement planning. If you’re looking for more simplicity within your financial plan, we’ll even provide a few steps you can take today to move in that direction.

Here’s what we discuss in this episode:

0:00 – Intro

1:13 – The cause for complexity

5:09 – Steps to simplify things

8:33 – Simplifying investments

Connect with us:

Web: https://rosewoodwealthmanagement.com/

Phone: 919-391-3446