Author: mhausman

What You Missed at Our Educational Event

Last month, we held an educational event and covered a lot of important information. We even featured estate attorney Jennifer Walker, who talked about the estate planning do’s and don’ts. It was a great event and we appreciate everyone that came out. Because we went over a list of key planning items for the year, we wanted to provide all of that information and education for you on the podcast.

What We’re Paying Attention to This Summer

Hard to believe we’re already into July but we’ve had a great summer so far. Hopefully you’ve been making the most of the warm weather and longer days. Today’s episode isn’t a long one but we wanted to take a little time to update on what’s going on at Old Security Group and talk about some of financial topics we’ve been paying attention to.   

Episode 183: Scenarios for Using Annuities and Life Insurance

We want to help you understand how those two investments work and what might be best for your financial future. The answers depend a lot on your specific situation, and we can help you figure out what’s right for you. Today we’ll take some specific scenarios that have come up during recent meetings and discuss how annuities and/or life insurance can be used.

Episode 182: Clarification About Inherited IRAs

There has finally been some clarification from the IRS about the SECURE Act rule regarding inherited IRAs from 2020 and beyond. We’ve had some questions from clients about this, so it’s great to finally have some answers.

Episode 181: What Tax Changes Are Coming in 2023?

If you’re wondering what taxes will look like in 2023, as far as standard deductions and increase in tax brackets, today’s show is for you. The IRS just released this information recently and we want to take you through the key changes.

Episode 180: All About Medicare with Tom Anderson

We get questions all the time about Medicare. It can be confusing when there are Medicare parts A, B, C and D and supplements. Today we are welcoming a guest who has been in the Medicare industry for more than 30 years.

Episode 179: Social Security COLA and Timing

Choosing when to claim Social Security can have a huge impact on your retirement plan. A lot of people are unsure about whether they should delay Social Security or take advantage of another significant COLA increase.

Today we are going to look at some of the different options you may have and narrow down the reasons they may or may not be for you. We are also going to cover the ins and outs of spousal benefits so you can go into your decision-making with as much knowledge as possible.

Episode 178: Money Marketing Headlines

We’re bombarded with headlines about money all the time. With technology and social media at our fingertips, it’s more important than ever to control how you react to that. We’ll explain why it’s critical to your long-term financial success.