A complex component to the success of your retirement is Social Security. In today’s episode Dave Hall brings back on Marc Kiner and Jim Blair of Premier Social Security Consulting to discuss many factors that affect your monthly Social Security. They dive into how your age when you claim your benefits impacts how much you receive, depending on if you enroll early or if you want until after your full retirement age. What your taxes and income is like also impacts your benefits greatly. Dave, Marc, and Jim discuss in detail how your earned income before and during retirement plays a tremendous role in how your benefits may be taxed and how different income streams affect your SS taxability more than others.  

For more information check out Marc Kiner and Jim Blair’s previous podcast episode with us: “Social Security is Situational: How Your Benefits Will Vary.”  

For more information on Premier Social Security Consulting’s services and education program please visit Customized Social Security Consulting | PSSC (premiersocialsecurityconsulting.com).  

Support the show

Follow us on Instagram: @retirementriskadvisors
Like us on Facebook: Retirement Risk Advisors

Have you considered investing in real estate for or in retirement? This week Dave Hall brings on real estate expert Peter Souhleris. As a professional real estate investing agent and educator, Peter Souhleris shares the ins and outs with Dave Hall on how to let your real estate investment work as passive income for you, either as rental properties or through services like Airbnb. Listen in a Dave and Peter discuss the retirement risks and advantages real estate has. 

Support the show

Follow us on Instagram: @retirementriskadvisors
Like us on Facebook: Retirement Risk Advisors

One of the costliest risks you will face in retirement is long-term care (LTC). Unfortunately, it is one of the most unplanned for risks, and with life expectancy increasing more and more retirees are prone to have a long-term care event.  Why is it usually unplanned for? So many assume it won't happen to them. 

This week Dave Hall hosts national long-term care expert and the Senior Vice President of Care Planning for FIG Alecia Barnette to discuss how important having coverage for long-term care is. Alecia brings over twenty years of long-term care expertise to the table as she and Dave discuss the underwriting process, tax advantages LTC insurance offers, and the various options for plans that are on the market. 

Support the show

Follow us on Instagram: @retirementriskadvisors
Like us on Facebook: Retirement Risk Advisors

Have you considered the importance of diversifying your retirement funds? Do you have a plan in place if and when you experience a long-term care event? This week Dave Hall offers you 5 key strategies to help get you to a safer, more secure retirement. In addition to discussing ways to balance your tax-deferred and tax-free buckets, he includes strategies to help you during a long-term care event and maximize your Social Security benefits. 

Listen in as Dave Hall can help get you safely to retirement! 

Support the show

Follow us on Instagram: @retirementriskadvisors
Like us on Facebook: Retirement Risk Advisors

The excitement surrounding retirement is always a great feeling. But with retirement comes aging, and with aging comes difficulty performing daily activities and skills you have relied on your entire life--such as driving. This week join Dave Hall as he discusses the importance of prevention and adaption while aging with Terri Cassidy, owner and founder of Health Promotion Partners. Listen in as she and Dave explore how skills that are second nature get harder the older you get and what can be done now, signs to look for in yourself and loved ones, and the reasons why.

For more information and resources, visit Home | Health Promotion Partners. 

Support the show

Follow us on Instagram: @retirementriskadvisors
Like us on Facebook: Retirement Risk Advisors

The best retirement strategy and opportunity many CPAs have is contributing to a 401(k). Dave Hall hosts Jeff Edmonds of 401GO this week to discuss how modernizing the 401(k) setup is best for the employee and the employer, especially those of small to midsized businesses. Listen in as Dave and Jeff talk about 401(k) employer setup, employee accessibility, tax deductions, and contributions that will make your retirement planning easier. 

Support the show

Follow us on Instagram: @retirementriskadvisors
Like us on Facebook: Retirement Risk Advisors

Retirement these days is not as simple as it was fifty years ago. You are prone to more risks than ever before that the past generations didn't have to think about. 

And this week Dave Hall provides answers that will make preparation and planning for retirement easier. Backlogged with questions, Dave Hall brings on CR Thelin so your questions about Social Security, longevity, interest rates, and so much more get answered! 

Support the show

Follow us on Instagram: @retirementriskadvisors
Like us on Facebook: Retirement Risk Advisors

With inflation at a historic high still, many people are worried about their retirement assets since inflation is a silent killer of retirement. In this episode, Dave Hall, your host, talks about inflation risk and how I Bonds might be a good fit for you as a principal-protected asset. Not only will he cover how I Bonds work, but Dave will discuss things to consider before purchasing them and reasons why you should invest in them. 

Support the show

Follow us on Instagram: @retirementriskadvisors
Like us on Facebook: Retirement Risk Advisors

Do you have a plan for when you leave your business to begin retirement? This week Dave Hall hosts John Brown, owner and founder of BEI Exit Planning Solutions, to discuss the importance of planning your transition out of your business, whether it is selling or bringing on a person or team to take over running it. Dave Hall and John Brown discuss strategies to ensure the success of your business and ease your transition into retirement. 

For more information on BEI and exit planning strategies visit https://www.exitplanning.com/. 

Support the show

Follow us on Instagram: @retirementriskadvisors
Like us on Facebook: Retirement Risk Advisors

Perhaps you want to start a business after retirement, but you do not want to begin the whole business planning process, or you are unable to decide what you want to do. Thinking outside of the box is important when it comes to retirement! This week Dave Hall interviews Marty Greenbaum, Founder of Smart Franchise Investing, to discuss franchising as a retirement opportunity. Listen in as Dave and Marty discuss why franchising may be for you, the opportunity is offers, and how you can get started doing it! 

For more information on Smart Franchise Investing and Marty Greenbaum's service, please visit Smart Franchise Investing | Franchise Education, Consulting & Matchmaking

Support the show

Follow us on Instagram: @retirementriskadvisors
Like us on Facebook: Retirement Risk Advisors