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Relying too much on Social Security? You’re not alone—over 40% of retirees count on it for at least half their income. But that safety net has some major gaps. In this video, I break down four key reasons why Social Security isn’t enough—and what you can do to secure a more stable retirement.
Questions answered:
1. Why is it a mistake to rely too heavily on Social Security for retirement income?
2. What are some strategies to supplement Social Security income in retirement?
Submit your request to join James:
On the Ready For Retirement podcast: Apply Here
On a Retirement Makeover episode: Apply Here
Timestamps:
0:00 - One-off expenses
1:34 - Inflation & CPIW
4:21 - Tax on provisional income
7:33 - Peace of mind
8:33 - Maximize your benefit
9:22 - Supplement SS
10:24 - Leverage your home
Create Your Custom Strategy ⬇️
Get Started Here.
Join the new Root Collective HERE!
By James Conole, CFP®4.9
759759 ratings
Relying too much on Social Security? You’re not alone—over 40% of retirees count on it for at least half their income. But that safety net has some major gaps. In this video, I break down four key reasons why Social Security isn’t enough—and what you can do to secure a more stable retirement.
Questions answered:
1. Why is it a mistake to rely too heavily on Social Security for retirement income?
2. What are some strategies to supplement Social Security income in retirement?
Submit your request to join James:
On the Ready For Retirement podcast: Apply Here
On a Retirement Makeover episode: Apply Here
Timestamps:
0:00 - One-off expenses
1:34 - Inflation & CPIW
4:21 - Tax on provisional income
7:33 - Peace of mind
8:33 - Maximize your benefit
9:22 - Supplement SS
10:24 - Leverage your home
Create Your Custom Strategy ⬇️
Get Started Here.
Join the new Root Collective HERE!

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