Ep 16: Choosing the Best Social Security Claiming Strategy
The Setup: Are you nearing retirement and thinking about how and when you’ll claim Social Security? It can be as simple as visiting your local Social Security Administration office and filling out the paperwork, but can they also help you decide which strategy to use?...Ep 15: What Age Should You Claim Social Security?
The Setup: Our four-part series on Social Security misunderstandings continues with a discussion on the age you should target for claiming your benefits. Some people will tell you that claiming benefits as early as possible is your best option while others will insist...Ep 14: Is Social Security Going Broke?
The Setup: As we begin a four-part series on Social Security misunderstandings, we begin with one that’s been on the minds of many retirees and pre-retirees. That’s the idea that Social Security is going broke and there’s a chance that benefits could disappear at some...Ep 10: Awkward Conversations With Your Financial Advisor – Part 1
The Setup: No one enjoys having to take part in difficult conversations but it’s a necessary part of building a comprehensive retirement plan. Let’s explore two of those awkward conversations every good financial advisor should be bringing up with you. In part one of...
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