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With Independence Day occuring in the middle of the week, there wasn't much activity... This weekend, Alan and Jeremiah wanted to expand more on Social Security for our listeners in Denver. "Will there even be money for me when I retire?" is a question we hear a lot. The team aims to ease some of the pessimism around Social Security by giving tips on how to strategically plan for earning that income in retirement. One thing you may not know? There are so many ways to take your Social Security payments–there is NOT a one-fits-all approach. When to file, widow's benefits, spousal benefits, and more.
Hosts:
Alan Holman, CFP®, Wealth Advisor
Jeremiah Bates, Financial Advisor
The Real Money Pros
https://www.therealmoneypros.com
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SPONSORS:
Academy Mortgage:
https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor
Lively (HSAs and FSAs)
https://livelyme.com/pro
Tree City Advisors of Apollon:
https://www.treecityadvisors.com
Apollon Wealth Management:
https://apollonwealthmanagement.com/
Advisor Insurance Solutions:
https://advisorinsurancesolutions.com/
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5
1616 ratings
With Independence Day occuring in the middle of the week, there wasn't much activity... This weekend, Alan and Jeremiah wanted to expand more on Social Security for our listeners in Denver. "Will there even be money for me when I retire?" is a question we hear a lot. The team aims to ease some of the pessimism around Social Security by giving tips on how to strategically plan for earning that income in retirement. One thing you may not know? There are so many ways to take your Social Security payments–there is NOT a one-fits-all approach. When to file, widow's benefits, spousal benefits, and more.
Hosts:
Alan Holman, CFP®, Wealth Advisor
Jeremiah Bates, Financial Advisor
The Real Money Pros
https://www.therealmoneypros.com
—————————————————————
SPONSORS:
Academy Mortgage:
https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor
Lively (HSAs and FSAs)
https://livelyme.com/pro
Tree City Advisors of Apollon:
https://www.treecityadvisors.com
Apollon Wealth Management:
https://apollonwealthmanagement.com/
Advisor Insurance Solutions:
https://advisorinsurancesolutions.com/
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