by Becca Mack | Jan 2, 2020 | Podcast
The Setup: Let’s wrap up our four-part series on Social Security misunderstandings by talking about the dreaded ‘T’ word. After years of paying the government, you might not think that you have to send more money their way when you start claiming your benefits. We’re... by Becca Mack | Dec 26, 2019 | Podcast
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?... by Becca Mack | Dec 19, 2019 | Podcast
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... by Becca Mack | Dec 12, 2019 | Podcast
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... by Becca Mack | Nov 14, 2019 | Podcast
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...