What does the future hold for your Social Security under the new Trump administration and Elon Musk's DOGE, the Department of Government Efficiency? Nationally-renowned financial thought leaders Jamie Hopkins, Jeff Levine, Eric Ludwig, and Steve Parrish share their insights with Big Al Clopine, CPA at the American College of Financial Services’ Horizons Conference in San Diego, CA on Your Money, Your Wealth® podcast 521. First, the College's President, George Nichols, gives a brief overview of the institution and their inaugural conference. 

Plus, Joe Anderson, CFP® and Big Al spitball on whether Ricky and Lucy in Wisconsin even bother saving for retirement - they’re expecting to inherit about 20 million dollars. When should Tybob in Arizona collect Social Security? Are Roth conversions right for him? Should he go for Medicare or Medicare Advantage? Speedy Racer in Georgia needs a retirement spitball, and Gilligan in New York shares insight for other Gilligans trying to avoid a retirement shipwreck.

Free financial resources & episode transcript: https://bit.ly/ymyw-521 

DOWNLOAD the Social Security Handbook

WATCH Are You Ready for Retirement? On YMYW TV

DOWNLOAD the Retirement Readiness Guide

DOWNLOAD the Key Financial Data Guide

READ about all of today’s guests

ASK Joe & Big Al for your Retirement Spitball Analysis

SCHEDULE your Free Financial Assessment

SUBSCRIBE to YMYW on YouTube

DOWNLOAD more free guides

READ financial blogs

WATCH educational videos

SUBSCRIBE to the YMYW Newsletter

Timestamps:

00:00 - Intro: This Week on the YMYW Podcast

01:10 - The American College of Financial Services and The Horizons Conference with George Nichols III, CAP®

03:59 - What is the Future of Your Social Security Under the New Administration?

13:11 - Watch Are You Ready to Retire? on YMYW TV and Download the Retirement Readiness Guide

14:05 - Should We Bother Saving for Retirement? We're Inheriting $20M. (Lucy & Ricky, WI)

19:05 - When to Claim Social Security? Should I Do Roth Conversions? Medicare vs. Advantage? (Tybob, AZ)

23:28 - I'm 50 With $2.4M Saved. Should I do 72(t) Tax Elections and Retire Right Now? (Speedy Racer, North GA)

33:12 - Download the Key Financial Data Guide for free

34:30 - Comment: Your Podcast Is Impactful for the "Gilligans" (Gilligan, NY)

40:48 - Next Week on the YMYW Podcast