This week, Jeremiah and Alex tackle the questions that real retirees are actually asking. From how to file for Social Security the smart way to how to unlock forgotten retirement money hiding in old accounts.

They dig into Social Security myths and strategies, including how to decide when to file, the difference between spousal and survivor benefits, how income limits affect your payments, and what happens when SSDI converts to regular benefits.

Callers share real-world dilemmas: a 64-year-old in cybersecurity weighing when to claim; a woman in California discovering a secret credit card in a community property state; and a couple debating whether to sell or rent a second home and how to avoid capital gains taxes using the Section 121 exclusion.

The unstoppable duo wrap with tips on finding unclaimed 401(k)s, old accounts, and missing funds, plus why year-end is the perfect time to revisit tax strategies and portfolio moves.

Listen, Watch, Subscribe, Ask!

https://www.therealmoneypros.com

Hosts:

Jeremiah Bates & Alex Lundgren

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SPONSORS:

Ataraxis PEO

https://ataraxispeo.com

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

Apollon Wealth Management:

https://apollonwealthmanagement.com/

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