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#04: Maximizing Social Security: Part 1 - with Jared Weiss
Jared Weiss, President and CEO of NextPhase Financial, joins us to offer his insight into how you can maximize Social Security benefits.
DISCUSSION TOPICS
Why your Social Security strategy matters now, not later.
Why it’s critical that you work with an adviser to coordinate benefits when retirement planning.
How much money people leave on the table when they don’t have a Social Security strategy.
How changes to the Social Security rules affect people differently, based on the year they were born.
Two big mistakes that people often make when planning a retirement strategy.
To learn more, and for the complete show notes, visit: RichLifeAdvisors.com/Podcast
Resources:
Learn more at richlifeadvisors.com
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By Beau Henderson
4.8
99 ratings
Jared Weiss, President and CEO of NextPhase Financial, joins us to offer his insight into how you can maximize Social Security benefits.
DISCUSSION TOPICS
Why your Social Security strategy matters now, not later.
Why it’s critical that you work with an adviser to coordinate benefits when retirement planning.
How much money people leave on the table when they don’t have a Social Security strategy.
How changes to the Social Security rules affect people differently, based on the year they were born.
Two big mistakes that people often make when planning a retirement strategy.
To learn more, and for the complete show notes, visit: RichLifeAdvisors.com/Podcast
Resources:
Learn more at richlifeadvisors.com