The Real Money Pros

The Not-So-Simple Social Security System (2/24/2024)


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All things Social Security! Okay – it may be a sort of boring topic, but navigating the Social Security system by yourself isn't as easy as you may think. Try getting to know all 2,700+ rules that apply! Alex Lundgren sits down with Jeremiah and gives some tips around Social Security filing strategies: implications of filing too early, spousal benefits, divorce, and more.

Is Invidia's blowout performance in 2023 (and now) sustainable? The team talks about indexing and the benefits of it when it comes to investing in these high-performing, unpredictable securities, such as Invidia and other companies developing and implementing artificial intelligence.

 

Watch, Subscribe, Ask!

https://www.therealmoneypros.com

 

Hosts:

Jeremiah Bates, Financial Advisor

Alex Lundgren, RSSA®, AIF®, Financial Advisor

 

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SPONSORS:

 

Academy Mortgage:

https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor

 

Ataraxis PEO

https://ataraxispeo.com/offer

 

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

 

Apollon Wealth Management:

https://apollonwealthmanagement.com/

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