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I’ve been looking forward to this one...
“Professor” Rick Plum has been a mentor, friend, and sounding board for more than a decade, and in this episode, he joins me in studio for a conversation about one of the most misunderstood topics in finance: Social Security.
Will Social Security Run out? How is it funded? What are the best strategies to be aware of with tax proposals coming to possible fruition in Congress? When should you claim Social Security for retirement income?
We get into all of this and then some. I even give you some bonus topics towards the end of our conversation to chew on...
Regardless if you are retiring soon or just trying to make sense of the system, this episode is one you’re going to love!
Keep CAPitalizing!
By Christopher A. Panagiotu, CFP®, CRPS®4.6
1010 ratings
I’ve been looking forward to this one...
“Professor” Rick Plum has been a mentor, friend, and sounding board for more than a decade, and in this episode, he joins me in studio for a conversation about one of the most misunderstood topics in finance: Social Security.
Will Social Security Run out? How is it funded? What are the best strategies to be aware of with tax proposals coming to possible fruition in Congress? When should you claim Social Security for retirement income?
We get into all of this and then some. I even give you some bonus topics towards the end of our conversation to chew on...
Regardless if you are retiring soon or just trying to make sense of the system, this episode is one you’re going to love!
Keep CAPitalizing!

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