Videos
The Phases of Retirement
Phase 1: The Accumulation Phase
Phase 2: The Distribution Phase
Phase 3: The Transition Phase
When you're just starting your career, it is easy to find yourself daydreaming about the years ahead filled with opportunity and growth. But near the end of your career, it can bring both new excitement and fear. What happens to my family if something happens to me? How do I know I won't run out of money in my retirement? From accumulation, to distribution, to transition, we have your back! Check out these videos to find out how we can help you or fill out the contact form below and we will be in touch as soon as possible.
In The Trenches
Kirk Vogel
Gene Natali
Adam Jones
Kent Chevalier
Aaron and Jaimie Smith
Zach Blair
Cathy Grieb
Dr. Bob Kaniecki
In The Trenches is our video series where we bring in influential members of our community to impart the wisdom they've learned over their life and career. There's something in here for everyone so we hope you enjoy!
From The Heart
Stocks From Bell To Bedtime
Investing Is Like Popcorn
From The Heart is our other video series where we take over 30 years of financial experience and release short nuggets of knowledge for you to glean from. Share one with a friend or family member!
Other Simon Group Videos
Tigers 2025 MLB Season
Why The Simon Group?!
Baird Gives Back 2025
Merry Christmas!
Tigers 2024 MLB Season
Meet The Simon Group
Baird Gives Back 2024
A New Beginning
Our team specializes in helping people navigate this major life decision by providing insights to the most common concerns about retirement.
We're here to give you peace of mind so you can enjoy the retirement you've always wanted and worked so hard for. Our initial exploratory meeting always has no cost or obligation. We'd love to hear from you!
Some of the people who appear in these videos are current clients of The Simon Group. In the ordinary course of business, clients may receive gifts or other direct or indirect benefits in compliance with applicable rules and regulation. However, no cash or non-cash compensation or other direct or indirect benefit was provided in exchange for the clients’ appearances in these videos.