The Real Money Pros

Navigating All Things Social Security (6/17/2023)


Listen Later

Social Security is the cornerstone of retirement income – about 1/3 of American retirees recieve 90% of their retirement income from Social Security alone. With so many people relying on it, you'd assume that they all know what they're doing, right? Well, not quite... Social Security can be a tricky thing to fully understand, especially if you want to get the most out of your money. Alexandra Lundgren joins Jeremiah on this broadcast to relay the information she has been learning about Social Security as she's worked towards becoming a certified Social Security Advisor. Delaying benefits, coordinating claims with your spouse, dealing with a previous marriage, and much more.

 

Hosts:

Jeremiah Bates, Financial Advisor

Alex Lundgren, AIF®, 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/

—————————————————————

...more
View all episodesView all episodes
Download on the App Store

The Real Money ProsBy The Real Money Pros

  • 5
  • 5
  • 5
  • 5
  • 5

5

16 ratings


More shows like The Real Money Pros

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,157 Listeners

WSJ Your Money Briefing by The Wall Street Journal

WSJ Your Money Briefing

1,745 Listeners

The Clark Howard Podcast by Clark Howard

The Clark Howard Podcast

5,397 Listeners

Motley Fool Money by The Motley Fool

Motley Fool Money

3,184 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

777 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,918 Listeners

Talking Real Money - Investing Talk by Don McDonald

Talking Real Money - Investing Talk

669 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,289 Listeners

Afford Anything by Paula Pant | Cumulus Podcast Network

Afford Anything

3,516 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,050 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,045 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

785 Listeners

The Personal Finance Podcast by Andrew Giancola

The Personal Finance Podcast

1,352 Listeners

SmartLess by Jason Bateman, Sean Hayes, Will Arnett

SmartLess

57,885 Listeners

The Weekly Show with Jon Stewart by Comedy Central

The Weekly Show with Jon Stewart

10,421 Listeners