Why We Chose Simplicity Wealth

Simplicity Retirement Blueprint · Oct 5, 2026 · 24m

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…