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Josh Pick

Josh Pick, RICP, is founder and chief investment advisor of Simplicity Wealth Advisors (Aptus Wealth Management) in Lewis Center, Ohio, and host of a weekly retirement-planning radio show on 98.9 FM The Answer.

Oct 14, 2026

3:40
Uh, tell me the meaning of that and, uh, how you crafted it and who it's for.
3:43
Yeah, I think, uh...
3:45
W- well, first, a lot of stuff to unpack there.
3:47
How do you register for it? Um, so you can go to our website, uh, simplicityweal- simplicitywealth.com\columbus.
3:54
Um, you can go to the Events tab at the top of the page and click there to RSVP, or obviously you can call our office as we- as, as well at 614-917-1040.
4:02
Unfortunately, there's only about 40 spots available for this particular thing based on the size of the room and the station there.
4:08
So I have a feeling it's gonna fill up pretty quickly.
6:37
And I'm sure that taxes and tax planning and stuff will come up because as we chat quite frequently on, uh, the Retirement Blueprint radio show and even in this segment, tax planning, it's, uh, a way that people can maximize the benefit of doing something that nobody likes to do, which is pay taxes.
1:42
Am I the only one of your clients who's, uh, nervous about those kinds of things in this, uh, period that we're in?
1:48
You know, Bruce, we've been so fortunate in that, uh, through our planning process, which we do not deviate from, that's the one...
1:54
You know, you constantly say that every plan is unique and everybody has their individual goals and objectives, but, uh, which is true, but at the same time, we do not deviate from our planning process.
2:05
And the reason that we don't deviate from that process, meaning that we have at least three meetings before even deciding whether or not, uh, it's a, it's a mutually beneficial f- fit to kind of move forward, is because we want to make sure that we educate our clients on, um, what their plan is, how it's income driven, and how the allocation is derived and why it makes sense.
2:24
But all of that being said, and, and the lion's share of our clients being very prudent and rational, understanding, uh, the why and the hows of, of what we're doing, there's invariably gonna be certain people, understandably so, that, uh, have some fears.
2:39
And to your point, there is no shortage of things to be scared of.
2:43
Uh, and if you're not scared, well, the headlines will make sure that you are by the time [laughs] the day is over.
5:12
Hmm.

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