The Lebenthal Report

Demystifying Social Security


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This week, on The Lebenthal Report, Michael and returning guest co-host David Walker welcome special guest Michael Lynch. They engage in a thought-provoking discussion with Mike on the crucial topic of social security. Mike Lynch is a Managing Director of Applied Insights for Hartford Funds. In his current capacity, he plays a pivotal role in enlightening financial professionals and their clients about the ever-evolving landscape of opportunities within the financial services sector. These opportunities encompass a spectrum of strategic areas, including retirement-income planning, investment planning, charitable planning, and the strategic readiness for long-term demographic and lifestyle shifts. This episode will help answer your questions and demystify social security.
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The Lebenthal ReportBy Michael Hartzman, CFP and Dominick Tavella

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