Tag: Social Security

Episode 186: Addressing The Most Pressing Client Retirement Tax Questions From The Past Few Months

On this episode of Smart Money Questions, we’ll be discussing one of the most pressing concerns for retirees: taxes. As you prepare for retirement, it’s important to consider how your income sources will affect your tax obligations, and to plan accordingly. Whether you’re transitioning into retirement or already retired, taxes can have a significant impact on your financial well-being.

February 16, 2023 No Comments

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.

September 22, 2022 No Comments

Episode 171: Retirement Statistics – How Do You Measure Up?

A recent study found that the average American needs to save $1.04 million for a comfortable retirement. That’s one of the many fascinating statistics shared in the study. Join us as we share more of the findings and talk about how most retirees stack up.

May 19, 2022 No Comments

Episode 136: Investment Decisions Going into 2021

Are you making wise investment decisions? Are you using logic or letting fear rule your decisions for the future? Let’s discuss what you should be thinking about as we head into the new year.

December 3, 2020 No Comments

Episode 115: Changes To Retirement Planning

Recently, there was a COLA increase of 1.6% for Social Security benefits. Matt will give his thoughts on the long term benefit of having a COLA increase, even though the percentage may not seem impressive at first. We will also discuss why working past age 65 is not so uncommon anymore and the importance of mapping out a plan with how you would like to spend your time in retirement.

January 16, 2020 No Comments

Episode #105: Run Through This Mid-Year Financial Checklist

We’ve already rolled into the third quarter of the year and that presents us with a great opportunity to evaluate our portfolio. Giving your plan a check-up will help keep it on track headed towards your goals so use this checklist focus on the most important questions.

August 15, 2019 No Comments
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