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Financial Mailbag: Gifting Money, Overthinking Decisions & Retirement Spending

By |2024-03-28T12:52:26+00:00March 28, 2024|Podcast, Retirement Income Planning, Social Security|

We’re answering some listener questions today as we open the mailbag and cover a few scenarios that require some financial decision making.

Does Retirement in America Need an Overhaul?

By |2024-03-19T01:43:34+00:00March 21, 2024|Podcast, Retirement Income Planning, Social Security|

In today’s show, we’re going to be talking about the Gray New Deal and the need for retirement reform. The idea to create job and pension improvements might be a little surprising to some, but the author of Work, Retire, Repeat: The Uncertainty of Retirement in the New Economy makes some really interesting points.

Will These Apocalyptic Predictions Ever Come True?

By |2024-02-07T14:45:12+00:00February 8, 2024|Podcast, Retirement Income Planning, Social Security, Tax Planning|

On this episode, we’ll try to separate sensationalism from reality by covering the top financial concerns that people have. Should you worry that these apocalyptic predictions will eventually come true? Let’s talk about why or why not these fears are warranted

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Congress Took a ‘Meat Cleaver’ to Social Security Claiming Rules

By |2016-06-02T09:00:24+00:00June 2, 2016|Social Security|

Congress Took a ‘Meat Cleaver’ to Social Security Claiming Rules   Back in December 2015, Congress decided to significantly alter our options for claiming Social Security. Once again, a barrel of monkeys might have done a better job and preserved what all of us have paid into. But I don't think they were remotely interested in that. Professor Laurence Kotlikoff is probably one of the foremost experts on the Social Security benefit system. I thought you might find this interview interesting. Kotlikoff: Congress Took a ‘Meat [...]

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ATTENTION!! CRITICAL SOCIAL SECURITY CHANGES BEING CONSIDERED!

By |2015-11-15T22:47:47+00:00November 15, 2015|Social Security|

ATTENTION!!  CRITICAL SOCIAL SECURITY CHANGES BEING CONSIDERED! We've talked a lot about 'Claiming Strategies' with regard to the best ways to maximize your social security benefits.  I'm not political in our weekly 'visits', but you might want to consider letting your representatives and senators know you're not happy with what's about to transpire.  Please read the entire article included in the link below - it won't take very long. "“The two main filing strategies will go away if this budget becomes law,” said Mary Beth Franklin, [...]

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