The Financial Call

Guided Path 1-2 Social Security Basics


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As you accumulate wealth for retirement, inflation brings down the value of your savings and makes it harder for you to retire comfortably.

In this episode, Tyler Williamson, a Social Securities expert at Capita, discusses the role of Social Security before and during your retirement. He also answers some commonly asked questions about Social Security and describes how to capitalize on the benefits.

Zacc, Laura, and Tyler discuss:

  • The benefits of Social Security and how it affects your retirement planning process
  • When to you should apply for Social Security
  • Spousal planning techniques and how they continue to change 
  • How Social Security combats the effects of inflation on your retirement plan
  • And more

Connect With Capita Financial Network:

  • [email protected]
  • [email protected]
  • (801) 566-5058
  • Capita Financial Network
  • LinkedIn: Zaccary Call 
  • LinkedIn: Laura Hadley
  • LinkedIn: Shannon Lundberg
  • LinkedIn: Capita Financial Network
  • Facebook: Capita Financial Network

 

Connect with Tyler Williamson:

 

  • LinkedIn: Tyler Williamson

 

About Our Guest:

 

Tyler Williamson is a partner with Capita Financial Network. He is one of the most tenured advisors at Capita. Tyler is a Social Securities expert and often does presentations about them. Tyler often helps people with a lot of money in high net worth planning. He helps people that have barely saved anything, so he understands a wide array of financial planning issues.

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