Podcasts about social security planning

We look for lessons from the last 100 years: 5:10 Stock Market Trends and Historical Returns 9:47 Preparing for Future Market Downturns 12:57 Navigating Social Security Benefits 19:31 Buying a New Car: Cash vs. Financing 19:46 The Confusion of Financial Information 23:12 Social Security Planning and Inflation 24:27 Understanding Required Minimum Distributions 29:13 Strategies for Risk Management in Retirement 32:09 Roth Conversions and Tax Planning Learn more about your ad choices. Visit megaphone.fm/adchoices

Ron was born in Burbank California and grew up in the Mojave Desert. Being the first of six children born to deaf parents, he learned responsibility at an early age. His commitment to family and faith is unwavering. It's the essence of who he is and the foundation of his business success. Living for a higher purpose and caring for others has always been Ron's focus.After high school, he joined the United States Coast Guard where he learned about hard work, discipline, and duty. He enjoyed serving his country and helping to keep people safe. He grew in experience through training, education, and travel. He developed a love for the sea and enjoys boating and sailing with friends and family.After completing his time with the Coast Guard, Ron served on a mission for the deaf in Chicago for his church. While there, he formed the first deaf scout troop in Chicago for the Boy Scouts of America. Returning from Chicago, Ron attended college in Stockton, California where he met his wife, Julie. They were married in the spring of 1984. In 1991, Ron and Julie moved to Amador County where they enjoyed raising their four daughters in a close knit community. Ron's hobbies include reading, boating, sports, and traveling with his family. Ron also volunteered at a private school where he taught history and American Sign Language. Family, faith, and community are the most important things that define Ron.Ron's chosen vocation as a Retirement Planning Professional allows him to use his experience, his gifts, and his love for family to help people in a very special way. Ron has been in the retirement planning industry since 1990. Founded in 2002, Roberts Retirement has grown over the years to serve families in northern California and around the country.Ron has served as President of the California Estate Planning Counsel and continues to mentor other retirement planning professionals all across the United States. He is constantly educating himself on the most up-to-date investment strategies and changes in the financial industry. Ron is recognized as a leader in the industry, is a sought-after speaker, and has been featured in Senior Market Advisor MagazineLearn more: https://www.robertsretirement.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-ron-roberts-founder-and-ceo-of-roberts-retirement-group-discussing-social-security-planning-for-retirement

Ron was born in Burbank California and grew up in the Mojave Desert. Being the first of six children born to deaf parents, he learned responsibility at an early age. His commitment to family and faith is unwavering. It's the essence of who he is and the foundation of his business success. Living for a higher purpose and caring for others has always been Ron's focus.After high school, he joined the United States Coast Guard where he learned about hard work, discipline, and duty. He enjoyed serving his country and helping to keep people safe. He grew in experience through training, education, and travel. He developed a love for the sea and enjoys boating and sailing with friends and family.After completing his time with the Coast Guard, Ron served on a mission for the deaf in Chicago for his church. While there, he formed the first deaf scout troop in Chicago for the Boy Scouts of America. Returning from Chicago, Ron attended college in Stockton, California where he met his wife, Julie. They were married in the spring of 1984. In 1991, Ron and Julie moved to Amador County where they enjoyed raising their four daughters in a close knit community. Ron's hobbies include reading, boating, sports, and traveling with his family. Ron also volunteered at a private school where he taught history and American Sign Language. Family, faith, and community are the most important things that define Ron.Ron's chosen vocation as a Retirement Planning Professional allows him to use his experience, his gifts, and his love for family to help people in a very special way. Ron has been in the retirement planning industry since 1990. Founded in 2002, Roberts Retirement has grown over the years to serve families in northern California and around the country.Ron has served as President of the California Estate Planning Counsel and continues to mentor other retirement planning professionals all across the United States. He is constantly educating himself on the most up-to-date investment strategies and changes in the financial industry. Ron is recognized as a leader in the industry, is a sought-after speaker, and has been featured in Senior Market Advisor MagazineLearn more: https://www.robertsretirement.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-ron-roberts-founder-and-ceo-of-roberts-retirement-group-discussing-social-security-planning-for-retirement

Mehran Rad is an Investment Advisor Representative with a passion in helping retirees, and those approaching retirement, to avoid the common financial mistakes of retirement through comprehensive financial planning.As a Fiduciary, Mehran works diligently with his clients to help them take control of their financial future through education and use of financial strategies designed to help them with the critical areas of retirement planning, including:• Retirement Income & Social Security Planning.• Tax Minimization Strategies.• Investment & Risk Management Strategies.• Estate & Legacy Planning.Mehran started in real estate development and investment back in 1988 and has been in the financial service industry for the last 22 years. He is a graduate of Guilford College with a BS degree in Business and a minor in Economics. Mehran has passed the NASD Series 65 (Investment Advisor Representative) and has met all requirements for Life insurance and Long-Term Care licenses in several States.PersonalMehran grew up in Chapel Hill, NC, and is a big Tarheels fan. Soccer has been a big part of his life as he played in college, and several years after. All three of his boys have played professionally for teams such as Sporting Kansas City, Hartford Athletic, Huntsville FC, and Portland Timbers.Outside of the financial world, Mehran enjoys walking, golfing, hiking the Arizona trails, and watching soccer, but above all, he loves spending quality time with his family.Learn More: https://www.retirementap.comInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-mehran-rad-founder-president-of-rap-financial-discussing-market-loss-protection

Mehran Rad is an Investment Advisor Representative with a passion in helping retirees, and those approaching retirement, to avoid the common financial mistakes of retirement through comprehensive financial planning.As a Fiduciary, Mehran works diligently with his clients to help them take control of their financial future through education and use of financial strategies designed to help them with the critical areas of retirement planning, including:• Retirement Income & Social Security Planning.• Tax Minimization Strategies.• Investment & Risk Management Strategies.• Estate & Legacy Planning.Mehran started in real estate development and investment back in 1988 and has been in the financial service industry for the last 22 years. He is a graduate of Guilford College with a BS degree in Business and a minor in Economics. Mehran has passed the NASD Series 65 (Investment Advisor Representative) and has met all requirements for Life insurance and Long-Term Care licenses in several States.PersonalMehran grew up in Chapel Hill, NC, and is a big Tarheels fan. Soccer has been a big part of his life as he played in college, and several years after. All three of his boys have played professionally for teams such as Sporting Kansas City, Hartford Athletic, Huntsville FC, and Portland Timbers.Outside of the financial world, Mehran enjoys walking, golfing, hiking the Arizona trails, and watching soccer, but above all, he loves spending quality time with his family.Learn More: https://www.retirementap.comInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-mehran-rad-founder-president-of-rap-financial-discussing-market-loss-protection

Mehran Rad is an Investment Advisor Representative with a passion in helping retirees, and those approaching retirement, to avoid the common financial mistakes of retirement through comprehensive financial planning.As a Fiduciary, Mehran works diligently with his clients to help them take control of their financial future through education and use of financial strategies designed to help them with the critical areas of retirement planning, including:• Retirement Income & Social Security Planning.• Tax Minimization Strategies.• Investment & Risk Management Strategies.• Estate & Legacy Planning.Mehran started in real estate development and investment back in 1988 and has been in the financial service industry for the last 22 years. He is a graduate of Guilford College with a BS degree in Business and a minor in Economics. Mehran has passed the NASD Series 65 (Investment Advisor Representative) and has met all requirements for Life insurance and Long-Term Care licenses in several States.PersonalMehran grew up in Chapel Hill, NC, and is a big Tarheels fan. Soccer has been a big part of his life as he played in college, and several years after. All three of his boys have played professionally for teams such as Sporting Kansas City, Hartford Athletic, Huntsville FC, and Portland Timbers.Outside of the financial world, Mehran enjoys walking, golf, hiking the Arizona trails, and watching soccer, but above all, he loves spending quality time with his family.Learn More: https://www.retirementap.comInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-mehran-rad-founder-president-of-r-ap-financial-discussing-guaranteed-income

Mehran Rad is an Investment Advisor Representative with a passion in helping retirees, and those approaching retirement, to avoid the common financial mistakes of retirement through comprehensive financial planning.As a Fiduciary, Mehran works diligently with his clients to help them take control of their financial future through education and use of financial strategies designed to help them with the critical areas of retirement planning, including:• Retirement Income & Social Security Planning.• Tax Minimization Strategies.• Investment & Risk Management Strategies.• Estate & Legacy Planning.Mehran started in real estate development and investment back in 1988 and has been in the financial service industry for the last 22 years. He is a graduate of Guilford College with a BS degree in Business and a minor in Economics. Mehran has passed the NASD Series 65 (Investment Advisor Representative) and has met all requirements for Life insurance and Long-Term Care licenses in several States.PersonalMehran grew up in Chapel Hill, NC, and is a big Tarheels fan. Soccer has been a big part of his life as he played in college, and several years after. All three of his boys have played professionally for teams such as Sporting Kansas City, Hartford Athletic, Huntsville FC, and Portland Timbers.Outside of the financial world, Mehran enjoys walking, golf, hiking the Arizona trails, and watching soccer, but above all, he loves spending quality time with his family.Learn More: https://www.retirementap.comInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-mehran-rad-founder-president-of-r-ap-financial-discussing-guaranteed-income

Raj Shah and Rick Borek explain how hiring a financial advisor can provide value beyond portfolio management. They can help with estate planning, tax planning, social security planning, and creating a comprehensive financial plan.  For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.

Mehran Rad is an Investment Advisor Representative with a passion in helping retirees, and those approaching retirement, to avoid the common financial mistakes of retirement through comprehensive financial planning.As a Fiduciary, Mehran works diligently with his clients to help them take control of their financial future through education and use of financial strategies designed to help them with the critical areas of retirement planning, including:• Retirement Income & Social Security Planning.• Tax Minimization Strategies.• Investment & Risk Management Strategies.• Estate & Legacy Planning.Mehran started in real estate development and investment back in 1988 and has been in the financial service industry for the last 22 years. He is a graduate of Guilford College with a BS degree in Business and a minor in Economics. Mehran has passed the NASD Series 65 (Investment Advisor Representative) and has met all requirements for Life insurance and Long-Term Care licenses in several States.PersonalMehran grew up in Chapel Hill, NC, and is a big Tarheels fan. Soccer has been a big part of his life as he played in college, and several years after. All three of his boys have played professionally for teams such as Sporting Kansas City, Hartford Athletic, Huntsville FC, and Portland Timbers.Outside of the financial world, Mehran enjoys walking, golf, hiking the Arizona trails, watching soccer, but above all, he loves spending quality time with his family.Learn More: https://www.retirementap.comInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-mehran-rad-founder-president-of-r-ap-financial-discussing-risks-of-retirement

Mehran Rad is an Investment Advisor Representative with a passion in helping retirees, and those approaching retirement, to avoid the common financial mistakes of retirement through comprehensive financial planning.As a Fiduciary, Mehran works diligently with his clients to help them take control of their financial future through education and use of financial strategies designed to help them with the critical areas of retirement planning, including:• Retirement Income & Social Security Planning.• Tax Minimization Strategies.• Investment & Risk Management Strategies.• Estate & Legacy Planning.Mehran started in real estate development and investment back in 1988 and has been in the financial service industry for the last 22 years. He is a graduate of Guilford College with a BS degree in Business and a minor in Economics. Mehran has passed the NASD Series 65 (Investment Advisor Representative) and has met all requirements for Life insurance and Long-Term Care licenses in several States.PersonalMehran grew up in Chapel Hill, NC, and is a big Tarheels fan. Soccer has been a big part of his life as he played in college, and several years after. All three of his boys have played professionally for teams such as Sporting Kansas City, Hartford Athletic, Huntsville FC, and Portland Timbers.Outside of the financial world, Mehran enjoys walking, golf, hiking the Arizona trails, watching soccer, but above all, he loves spending quality time with his family.Learn More: https://www.retirementap.comInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-mehran-rad-founder-president-of-r-ap-financial-discussing-risks-of-retirement

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2815: Amanda from WomenWhoMoney.com delves into the complexities of Social Security, addressing concerns about its future, how to estimate and maximize benefits, and the impact of potential legislative changes. She emphasizes the importance of proactive retirement planning, suggesting that Social Security should be considered a bonus rather than a primary source of income. Read along with the original article(s) here: https://womenwhomoney.com/social-security-planning-your-future/ Quotes to ponder: "Depending on your age, Social Security could play a significant role in your retirement finances as you grow older." "The Social Security Board of Trustees expects to be able to pay 100% of benefits through 2035." Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2815: Amanda from WomenWhoMoney.com delves into the complexities of Social Security, addressing concerns about its future, how to estimate and maximize benefits, and the impact of potential legislative changes. She emphasizes the importance of proactive retirement planning, suggesting that Social Security should be considered a bonus rather than a primary source of income. Read along with the original article(s) here: https://womenwhomoney.com/social-security-planning-your-future/ Quotes to ponder: "Depending on your age, Social Security could play a significant role in your retirement finances as you grow older." "The Social Security Board of Trustees expects to be able to pay 100% of benefits through 2035." Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2815: Amanda from WomenWhoMoney.com delves into the complexities of Social Security, addressing concerns about its future, how to estimate and maximize benefits, and the impact of potential legislative changes. She emphasizes the importance of proactive retirement planning, suggesting that Social Security should be considered a bonus rather than a primary source of income. Read along with the original article(s) here: https://womenwhomoney.com/social-security-planning-your-future/ Quotes to ponder: "Depending on your age, Social Security could play a significant role in your retirement finances as you grow older." "The Social Security Board of Trustees expects to be able to pay 100% of benefits through 2035." Learn more about your ad choices. Visit megaphone.fm/adchoices

Frank and Frankie talk about having a retirement mindset and the importance of aligning financial goals. They address the desire to become a millionaire in retirement and the challenges associated with unnecessary financial risks. Frank and Frankie also highlight the need for social security planning and tax planning and how they optimize retirement income and savings. Connect with the team at A Better Way Financial  to get a second opinion on your retirement plan today! Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”See omnystudio.com/listener for privacy information.

Our next guest says Social Security planning, particularly for women, is critical. Mike Switzer interviews Becca Mathis, a certified financial planner with Jeter Hrubala Wealth Strategies in Spartanburg, S.C.

As women approach retirement age, it's crucial to understand the nuances of Social Security and its impact on long-term financial health. On our latest podcast featuring Heather Adkins, CFP®, we will shed some light on this topic, focusing on why women tend to claim Social Security benefits at 62 and the implications of such decisions.   Here's some of what we discuss in this episode: Why are so many women starting their Social Security at the earliest age? What's wrong with taking the benefit at 62? How does the earnings test work and how does it apply to your benefits? An example of when waiting until 70 might be the wrong decision.   Check out our other free financial resources here: https://johnsonbrunetti.com/financial-resources/ Contact our team: https://johnsonbrunetti.com/contact-us/     

Government programs are often complicated, and social security is a prime example. Donna and Nathan discuss some advanced social security questions, including whether claiming your social security benefit disqualifies you from claiming your spousal or survivors benefit, how claiming a divorced spouse's benefit impacts your ability to claim another spousal benefit down the road, and more. Also on MoneyTalk, determining your appropriate withdrawal rate for retirement.Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 1/4/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!See omnystudio.com/listener for privacy information.

Americans are retiring earlier than they had expected. On average, they initially thought they'd retire at age 63, but instead have left the workforce at 61 and a half.    While it should be a time to relax and enjoy the fruits of your labor, if you're not careful you could run out of money.   In this episode, Frank and Frankie share ideas on how to retire early without running out of money. They discuss a variety of topics, including:   Choosing the right pension option for you When to start taking Social Security Planning for taxes in retirement Monitoring your plan to keep it on track   Thinking about retiring early? Visit A Better Way Financial.com to start building your plan.   Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”   #ABetterWayFinancial #RetirementSavings #FinancialPlanning #BabyBoomers #RiskTolerance #TaxStrategies #RetirementIncome #RetirementPlanning #EarlyRetirement #FinancialFuture #PortfolioManagement #FinancialSecurity #PensionOptions #SocialSecurity #TaxSavings #InvestmentStrategies #retirement #financialplanner #financialliteracy #wealth #fyp #podcast #Allentown #Pennsylvania

For many people, social security makes up a large portion of their retirement income. It can be overwhelming to know when you should take it because of all the possible strategies you could utilize. On this epiosde, Sean will discuss different social security strategies and why you may want to turn to a professional before making this big decision.   Visit Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: sean@daviswealthmgmt.com

"When should I draw Social Security?" is a common question that we get while working through retirement income planning for clients. On this episode, Andrew Boyles and Brooke Cassady discuss what goes into calculating your benefit, who is affected by your social security benefit, and the cost of drawing early versus the benefit of delaying. Click here to view a more in-depth Webinar regarding Social Security Planning by Baird's Wealth Planning Team: https://www.bairdwealth.com/insights/wealth-management-perspectives/2023/07/june-wealth-strategies/To get more information regarding your Social Security Benefit or Earnings History, visit SSA.gov. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com. Click here to purchase Finding Your Financial Advisor on Amazon.

For many Americans, Social Security is a primary source of income in retirement. But understanding how benefits work and when you should start your benefits can be confusing. Here, we break down seven basics you should know about Social Security benefits before you begin receiving monthly payments.

The decision to wait until 70 to collect Social Security compared with starting as soon as possible is not as straight forward as it may seem. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS interviews expert Ted Sarenski, CPA/PFS to gain more insight into how to guide clients forward. They discuss: What are the factors that need to be considered when making this decision The straightforward scenarios and when things get more complex Weighing the importance of winning the Social Security game or enjoying a comfortable retirement  How do CPA financial planners' approach recommendations to be consistent and give their clients the best advice  Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit Libsyn (PFP) to access show notes with direct links. Read Ted's Guide to Social Security Planning.  Hear Ted's recent webcast on this topic.  This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.  

Whether you are trying to understand better how Social Security works or looking to optimize your filing strategy, this episode is for you.    Hear Tyler discuss some of the less talked about factors impacting your Social Security claiming strategy. Listen as he talks through his clients' most common questions and concerns. All to help you better understand and maximize your benefits.    Here's some of what you'll learn on this episode:  How Social Security as part of income planning has changed through the years. (3:13) How we help clients identify Social Security opportunities they have. (7:29) The Cost Of Living Adjustment (COLA) coming in 2023. (16:05) How we help clients determine their claiming strategy. (20:34) Where does Social Security fit into the overall retirement planning process. (30:14)   Have questions?   Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals. http://bit.ly/calltruewealth  

Social Security Planning and Benefits Starting and Growing a Cattle Operation Structuring Employee Evaluations   00:01:00 – Social Security Planning and Benefits: K-State and Washburn University School of Law professor, Roger McEowen, focuses on social security planning and what farmers and ranchers specifically need to know when it comes to understanding social security benefits.   00:12:00 – Starting and Growing a Cattle Operation: The Beef Cattle Institute's Ask the Experts segment this week features K-State experts Brad White, Brian Lubbers, Dustin Pendell, and Bob Larson. They answer a new-to-the-industry listener's question on how to start their operation with the goal of growing for profit.   00:23:00 – Structuring Employee Evaluations: K-State dairy specialist Mike Brouk encourages producers to conduct year-end evaluations with all employees. He discusses how to structure the evaluation so it benefits producers and employees and helps improve the overall operation of the dairy.   Send comments, questions or requests for copies of past programs to ksrenews@ksu.edu. Agriculture Today is a daily program featuring Kansas State University agricultural specialists and other experts examining ag issues facing Kansas and the nation. It is hosted by Samantha Bennett and distributed to radio stations throughout Kansas and as a daily podcast.   K‑State Research and Extension is a short name for the Kansas State University Agricultural Experiment Station and Cooperative Extension Service, a program designed to generate and distribute useful knowledge for the well‑being of Kansans. Supported by county, state, federal and private funds, the program has county Extension offices, experiment fields, area Extension offices and regional research centers statewide. Its headquarters is on the K‑State campus in Manhattan.  

Download our FREE Guide on “How To Add $100M+ To Your Managed Assets This Year” from https://financialadvisorsworkshop.com/ Jordan Flowers (https://www.wfsta.com/) is a financial advisor for Wealth Financial Services and Tax Advisory in Chicago, Illinois. Jordan works with his clients to create tax-efficient strategies that will help them avoid market downturns and capitalize on financial market gains. Financial Planning, Retirement Planning, Income Planning, Tax Free Income, Social Security Planning, College Planning, and Estate Planning are some of the services he offers. Jordan enjoys providing families with the financial security they need to live their best lives! LinkedIn: https://www.linkedin.com/in/jordanmflowers Website: https://www.wfsta.com Facebook: https://www.facebook.com/wfsta Website: https://www.buffalogrovetax To see short videos of all our best Financial Advisor Business Growth tips from each episode follow us on: Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop TikTok: https://www.tiktok.com/@faworkshop YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop Twitter: https://twitter.com/FAsWorkshop iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408 Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE Website: https://www.financialadvisorsworkshop.com/ Interested in working at FourStar: https://fourstarwealth.com/Advisors DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

Do you know the right age that you should be taking your social security?  Most people think they have an exact age, but this is rarely the case.  Find out what the right age is for you on this episode.  Frank and Frankie tell a story of how they advised a client and developed a strategy to choose the right time.  Also, paying taxes once you retire is a reality.  And having a strategy for savings is so important.  The guys will explain and tell of the incredible savings of a client.

Ted Sarenski is in a sweet spot of life where he is doing what he loves most at work and has reaped the benefits of the relationships and business he created.  He shares his story in this new podcast series hosted by Lyle Benson, CPA/PFS.  Ted discusses: How he went from doing small firm accounting and tax work to owning a financial planning business that serves the everyday client. What he did to find a successor that aligned with his values and priorities. His advice for those who want to create a firm like his. How he became a Social Security expert and used media to gain awareness for his business. How the Advanced PFP Conference, PFP Section, and PFS credential shaped his career. His thoughts on the future of tax and financial planning.  Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.  Visit the landing page for Deeper CPA Financial Planner Connections to find other episodes in this series. Register for the Building a Tax and Financial Planning Workshop at ENGAGE or online on June 4th and 5th. For those who meet the requirements of the CPA/PFS experienced track, you can attend the PFS Live! Workshop on June 4th and 5th. Join your community of CPA financial planners at the Advanced PFP Conference at ENGAGE on June 6th through 8th. Access Ted's Adviser's Guide to Social Security Planning. This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

In this first clip from Jim Lange's January 2022 virtual event series, Jim Lange discusses the overall benefits of the most ideal Roth IRA Conversion strategies and Social Security plans for professors and university faculty. To register for Jim's FREE, LIVE retirement planning virtual events, go to https://paytaxeslater.com/webinarspodcast and reserve your seat for each event that fits your needs! Want to attend but have a scheduling conflict? No worries! All registrants will have a rebroadcast link emailed to them 24 hours after the events are held!

In this episode, LifeYield's CMO, Jack Sharry, and Senior Vice President, Jeff Quigley, discuss the importance of starting the Social Security conversation with your clients sooner rather than later. Plus, they reveal how you can use their technology when navigating these complex conversations. The post Get Ahead With Effective Social Security Planning with Jack Sharry & Jeff Quigley (Ep. 29) first appeared on InsurMark.

Dan White's Radio Show: On The Money Dan White keeps listeners in the Philadelphia and Delaware Region up-to-date with the most pressing financial issues. With over 35 years of professional financial planning experience, Dan has a talent of explaining the complex issues in his weekly show. www.DanWhiteandAssociates.com (888)690-8820 dan@danwhiteandassociates.com

Did you know that when social security was introduced in 1935, it was never meant to be used as a primary source of income? Realistically you should consider it supplemental income to be applied to your overall retirement plan. In today's episode, we're discussing a few key details in the 2021 Social Security Report, the impacts the pandemic has had on Social Security, and understanding taxation on your retirement income (including your social security benefits).  Review the article mentioned in today's show >>  Today's episode and show notes can also be accessed by visiting:  https://redefiningwealth.info/72-social-security-planning-for-you/ Rate & Review the Podcast on your favorite podcast app! Sign Up for The Weekend Reading Email to read more on the featured podcast: redefiningwealth.info/weekend-reading

What are some of the additional services that accounting professionals can offer to complement the compliance work we do? Listen as Roger and Jeff discuss how a 1031 Exchange is a perfect solution for many and one that accountants can help facilitate.  This is one service that is a value add that we can charge accordingly. Learn what, when and how a 1031 Exchange is beneficial to some of our clients. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Jeffrey Bangerter Jeffrey Bangerter has been working in the Financial Services since 1979; helping his valued clients prepare for and enjoy a comfortable retirement. Jeffrey has spent the time necessary to get all the licenses needed to be able to put together a proper plan. He is an Enrolled Agent Tax Professional, Mortgage Loan Originator, Investment Advisor Representative, Registered Securities Representative, Insurance Agent and has his Real Estate License. He empowers clients with knowledge to help make smart informed choices as they enter their Golden Years, making things easy to understand so it becomes clear the direction that should be taken. His goal is to help people maximize social security, create incomes, provide professional money management, protect your assets from long term care. His clients know his team is committed to provide the best solution for their individual situation utilizing our Social Security Planning and Retirement Planning software together to make sure they do not have a point in life where they run out of money. Jeffrey has been seen frequently on Sacramento's ABC and CBS affiliate TV Stations, providing timely financial information in an easy-to-understand format. Jeffrey has been a resident of Orangevale, CA for over 25 years. When not helping clients increase their confidence about their financial futures, he enjoys boating with his children and grandchildren, traveling, learning something new or spending time with his wife on their Harley. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Get a complementary copy of Jeff's book, “Are you tired of Tenants, Toilets & Trash”? Become a Profit & Growth Expert helping business owners with the most common challenge they face, cashflow management.  Learn how to offer advisory or coaching services with confidence.  Within this program we'll cover marketing, selling, pricing, onboarding as well as client retention.  This is a must do for every accountant, CPA, EA, etc. offering such services.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777  

When to take Social Security could arguably be the single most important decision you will make in retirement. Jack Sharry, EVP and CMO for LifeYield joins us today to talk about technology's role in helping us all make the optimal call. Also, do you want to get regular updates on news from Jack and other guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter. We hope you enjoy the show.

Amanda of Women Who Money discusses whether or not it's a good idea to plan for social security. Episode 1574: Social Security - Planning For It or Not In Your Future by Amanda of Women Who Money The co-founders of Women Who Money are Amy Blacklock from Life Zemplified and Vicki Cook, from Make Smarter Decisions. Vicki and Amy connected initially online and eventually met in person at a financial conference in the fall of 2017. They've both reached financial independence and left full-time work to devote more time to family, pursue passion projects, and embrace fun and challenging opportunities. They enjoy collaborating on original content and sharing great articles written by and for women. The original post is located here: https://womenwhomoney.com/social-security-planning-your-future/  Gusto offers modern, easy payroll and benefits to small businesses across the country. Get in touch now and get three months free when you run your first payroll. Just go to gusto.com/ofd. Please Rate & Review the Show!  Visit Me Online at OLDPodcast.com and in The O.L.D. Facebook Group  Join the Ol' Family to get your Free Gifts and join our online community: OLDPodcast.com/group   Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices

Amanda of Women Who Money discusses whether or not it's a good idea to plan for social security. Episode 1574: Social Security - Planning For It or Not In Your Future by Amanda of Women Who Money The co-founders of Women Who Money are Amy Blacklock from Life Zemplified and Vicki Cook, from Make Smarter Decisions. Vicki and Amy connected initially online and eventually met in person at a financial conference in the fall of 2017. They've both reached financial independence and left full-time work to devote more time to family, pursue passion projects, and embrace fun and challenging opportunities. They enjoy collaborating on original content and sharing great articles written by and for women. The original post is located here: https://womenwhomoney.com/social-security-planning-your-future/  Gusto offers modern, easy payroll and benefits to small businesses across the country. Get in touch now and get three months free when you run your first payroll. Just go to gusto.com/ofd. Please Rate & Review the Show!  Visit Me Online at OLDPodcast.com and in The O.L.D. Facebook Group  Join the Ol' Family to get your Free Gifts and join our online community: OLDPodcast.com/group   Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices

Amanda of Women Who Money discusses whether or not it's a good idea to plan for social security. Episode 1574: Social Security - Planning For It or Not In Your Future by Amanda of Women Who Money The co-founders of Women Who Money are Amy Blacklock from Life Zemplified and Vicki Cook, from Make Smarter Decisions. Vicki and Amy connected initially online and eventually met in person at a financial conference in the fall of 2017. They've both reached financial independence and left full-time work to devote more time to family, pursue passion projects, and embrace fun and challenging opportunities. They enjoy collaborating on original content and sharing great articles written by and for women. The original post is located here: https://womenwhomoney.com/social-security-planning-your-future/  Gusto offers modern, easy payroll and benefits to small businesses across the country. Get in touch now and get three months free when you run your first payroll. Just go to gusto.com/ofd. Please Rate & Review the Show!  Visit Me Online at OLDPodcast.com and in The O.L.D. Facebook Group  Join the Ol' Family to get your Free Gifts and join our online community: OLDPodcast.com/group   Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily

Amanda of Women Who Money discusses whether or not it's a good idea to plan for social security. Episode 1574: Social Security - Planning For It or Not In Your Future by Amanda of Women Who Money The co-founders of Women Who Money are Amy Blacklock from Life Zemplified and Vicki Cook, from Make Smarter Decisions. Vicki and Amy connected initially online and eventually met in person at a financial conference in the fall of 2017. They've both reached financial independence and left full-time work to devote more time to family, pursue passion projects, and embrace fun and challenging opportunities. They enjoy collaborating on original content and sharing great articles written by and for women. The original post is located here: https://womenwhomoney.com/social-security-planning-your-future/ Gusto offers modern, easy payroll and benefits to small businesses across the country. Get in touch now and get three months free when you run your first payroll. Just go to gusto.com/ofd. Please Rate & Review the Show! Visit Me Online at OLDPodcast.com and in The O.L.D. Facebook Group Join the Ol' Family to get your Free Gifts and join our online community: OLDPodcast.com/group Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily

Don Anders sits down with Heather Schreiber, a retirement planning and Social Security consultant for financial advisors. Many of your know Heather from her speaking, writing, and consulting work with Ed Slott and his Ed Slott Elite IRA Group. Heather and Don discuss what financial advisors are doing incorrectly when it comes to Social Security planning, how to uncover opportunities using Social Security as a topic, and the best practices when doing a Social Security presentation or seminar. If you're interested in using Heather's "Women's Guide to Social Security 2021" Turn-Key Webinar Presentation, click here: https://www.advisorsplatform.com/products/womenssocialsecurity To Learn More about Heather's Consulting Firm and Services, click here: https://www.hlsretirementconsulting.com/

This week on Retire Your Way Radio, Tim talks about 4 strategies to consider in your Social Security planning process plus what you can do if you are not happy with the Social Security decision you have already made. For more information, visit the show notes at https://erwealth.com/podcastblog/strategies-for-social-security-planning

With Guests: Pete Lantz Find out more at http://podcast.usawealthgroup.com

In this episode of the Millionaire Mindcast, we have a spectacular guest, our very own Ryan Breedwell who shares the basic concept of infinite banking, how to protect and grow your wealth, the best ways of using life insurance, the different types of life insurance, and Policies, what is the crediting method that he prefers, and the side by side comparison between Policies! Ryan Breedwell is a wealth builder, financial advisor, and co-host of the Millionaire Mindcast Podcast. He helps people make money and build long-term wealth through the programs he offers including Comprehensive Financial Planning, Personal Wealth Management, Group Health Plans, Executive Bonus Plans, Key Person Planning, Deferred Comp. Plans, Long Term Disability Insurance, Medicare Supplement, Retirement Income Planning, Social Security Planning and Life Insurance. Ryan is not just serving for himself but for others as well. He explains the basic concept of infinite banking to learn its simplest way, and tells the full truth about the most powerful tool to build wealth. Likewise, it is eye-opening to see the side-by-side comparison between different types of Policies that people can take advantage of a lot. Knowing how, why the policy works, and who they work for to achieve the wealth-building goal that you’re going to achieve. Some Questions I Ask: What are the actual different types of life insurance and what do those entail? (03:34) Why don’t you like variable insurance products first and foremost? (04:36) Who is life insurance for and when did this start actually making sense to leverage this vehicle in their investment plan for building wealth? (10:12) Do you have a certain threshold of how much should go into the Policy every single year? (15:11) What’s good about a Life Insurance Policy? (17:20) When you pull the cash out of the policy, what is the general interest rate that is going to get charged? (23:02)  In This Episode, You Will Learn: Various types of permanent insurance (04:19) The difference between whole life and universal life policies (05:50) The beautiful thing about insurance (11:56) The best way to use the Policy (16:17) A side by side comparison showing the two different Policies – by The Money Multiplier (27:28)  Quotes: “It’s okay that there’s some pitfalls in the plan because not everything is a perfect product.” Connect with Ryan Breedwell on:  Website Text “XRAY” to 844-447-1555 LinkedIn Instagram

Welcome to another episode of Your Wealth Health! The deadline to enroll in Medicare for 2021 is December 7th. Today, we are joined by Sherrie Kramer, Medicare and health insurance expert with The Sanders Agency in Mishawaka. Sherrie joins us to answer common questions people may have about their Medicare coverage. We also talk about changes to Social Security in 2021. Join host Erik Brenner and private wealth advisor Bill Davis as we tackle these important issues…. Plus an offer to provide a complimentary Social Security analysis. New episodes every Saturday at 9:30am EST on FOX Michiana or at YourWealthHealth.com!

In this week's episode we have the audio replay of our webinar "Social Security Planning for Couples", where we talked about how you and you spouse would likely benefit from coordinating how you apply for Social Security benefits, versus blindly applying for benefits when they're first available or at your full retirement age. If you're interested in having one of our advisors prepare a Social Security benefit analysis for you, please email your advisor directly, or email the general inbox at info@FordFG.com.Ford Financial Group on FacebookFord Financial Group on YouTubeQuestions?Find us at FordFG.comEmail us at info@fordfg.comMusic:Cold Funk - Funkorama by Kevin MacLeod is licensed under a Creative Commons Attribution license. Source. Tracking ID:

Social Security is one of the most complex components to a financial plan. That's why Dan and Brent created a handout to help clients understand Social Security better. We'll go through the 4 insights on their handout today to hopefully give some guidance to the listeners out there. Contact: https://www.averywealth.com/ 517-783-1695

at joins us to talk about the importance of planning for Social Security distributions before you actually retire. Too many times, people only solve for the highest possible monthly payment. Ash discusses the many different problems that early, thoughtful planning can potentially solve for both middle-market customers and high net worth clients.

Social Security is an important part of anyone's retirement plan. On this podcast we discuss the ins and outs of social security planning.

Bob began his financial career in 1993 at J.C. Bradford & Company. At Smith Barney and SunTrust Wealth Management he worked with high net worth clients specifically in the areas of Investment Management, Financial, Estate, and Social Security Planning, Long Term Care, and Business Succession. Bob earned a BA degree in Speech, Broadcasting, and Government from Anderson University (Indiana) and spent 19 years as a television news anchor and broadcast journalist with both domestic and international assignments. His work has appeared on ABC World News Tonight, ABC’s Good Morning America, and CNN. Bob is an author, speaker, and teacher. He has delivered video training to national organizations including Hospital Corporation of America, the Republican National Committee, Whirlpool, Armstrong, Bridgestone, Samsonite, SunTrust, and Colgate-Palmolive and has been a trainer at the Billy Graham Training Center. Bob has served on the boards of Living Sent Ministries, the Christian Business Leaders Roundtable, Asheville Christian Academy (North Carolina) and Youth for Christ of Western North Carolina. He has also served with the American Red Cross, Rotary, Big Brothers Big Sisters and the YMCA and has received the President's Volunteer Service Award. Bob is a member of the Screen Actors Guild, a Toastmaster ACS, and is a certified Master Barbecue Judge having been conferred the title of Ph.B.—Doctor of Barbecue Philosophy—by the Kansas City Barbecue Society. Connect with Bob on LinkedIn here. While you're at it... contact us to learn more here. Then visit our sponsors: Insight Insurance Services and Whirks

Jon discusses Social Security planning and the need for "getting it right" when it comes to overall retirement planning.

In this episode of Millionaire Mindcast, we have a NEW segment for every Wednesday Episode!. Introducing Mr. Ryan Breedwell a licensed and certified financial & Investing advisor who every week on Wealth Building Wednesday will be diving in with Matty A. on today's economy and investing markets, keeping our listeners up to speed on what is happening and what could be some things to keep an eye out for and much more!.  So stay tuned! and enjoy!   - Ryan Breedwell - Finacial Advisor Finances are a big part of our lives. It is important to plan and make prudent decisions regarding our financial future. I can help you no matter where you are in life by taking small steps and setting up goals. I offer comprehensive Financial Planning, Retirement Planning, Income Planning, Social Security Planning, as well as Life Insurance. License number 0K65821.

Ryan Patton, joins to discuss the rising average age of working farmers and their options for planning retirement and utilizing Medicare and Social Security benefits.

Steve just wrapped up a seminar where he taught people about all the nuances of social security that the average person doesn't consider. Let's review some important things to keep in mind about social security as you plan for retirement. We'll also dive into how to properly make financial decisions during the grieving process.

This podcast features Jeff Hanson, CPA, PFS, AEP, CFP, tax and financial advisor, and Tiera Mulligan, portfolio operations specialist.  This is a discussion of the following: 1. Recent changes to Social Security claiming strategies 2. Social Security planning discussion 3. Impact of taxes on Social Security  

Aired: 10/29/2017 9 AM::

Most people believe that if their spouse dies, they simply receive the higher of their benefit or their spouse's benefit.  In reality, this may not be the case and will depend upon multiple facts.

In this episode, Cassie and Rick Laymon answer important questions about Social Security Planning and share how Social Security is the foundation for a solid retirement income strategy. Questions include: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social […] The post 003 – Savvy Social Security Planning appeared first on Beacon Wealth.

Enhanced Social Security Planning: Getting The Most of Your Social Security Benefits, James Lange, CPA/Attorney, Episode 127, TOPICS COVERED: Show Subject Introduction: Social Security Planning, When to Apply for Social Security, Taking Advantage of “Apply and Suspend”, Taking Social Security Benefits on a Divorced Spouse, How Much Money Are We Really Talking About?, Suspending the Collection of Benefits After You’re Started Taking Them, The Synergy Between Social Security and Roth IRA Conversions

The post Social Security Planning appeared first on AIO Financial Advisors Fee Only Fiduciary.

The post Social Security Planning appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

The post Social Security Planning appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

The post Social Security Planning appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

DisclaimerTopics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.  The views expressed in this talk are solely the opinions of the speakers involved.  These opinions are general in nature and not designed to provide specific investment advice to individuals.Investors should not make investment decisions based exclusively on the material discussed on this call.CapSouth Partners is an independent, Registered Investment Advisor.  Please consult your tax or legal advisor before making decisions that may have tax or legal consequences

DisclaimerTopics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.  The views expressed in this talk are solely the opinions of the speakers involved.  These opinions are general in nature and not designed to provide specific investment advice to individuals.Investors should not make investment decisions based exclusively on the material discussed on this call.CapSouth Partners is an independent, Registered Investment Advisor.  Please consult your tax or legal advisor before making decisions that may have tax or legal consequences

Overview of Savvy Social Security Planning strategies. Topics include: The best time to apply, Maximizing your monthly income, Pros/Cons of working while you collect, Understanding spousal, survivor and divorce benefits, The benefits of waiting until age 70. A PDF podcast summary guide is available for download from http://www.rebyadvisors.com/videos