Posts Tagged ‘Social Security’
Episode 98: Can You Pass This Social Security Quiz?
Are you ready to put your knowledge of Social Security to the test? How does Social Security fit into your retirement plan? Take the quiz on today’s episode.
Read MoreEpisode 97: Can I Claim Ex-Husband’s Social Security Benefits + Other Questions
From Social Security benefits to long-term care coverage to incentivizing your children, we answer four questions from the mailbag today. David shares his advice for these listeners navigating different situations in their financial plan.
Read MoreEpisode 95: 3 Things Your Heirs Should Know
You may have spent plenty of time planning for your legacy, but do your heirs know what they need to know? What conversations should you be having with them now?
Read MoreEpisode 94: Millennials In Retirement
Even though it’s still a little way off, how can Millennials best prepare for retirement? What kinds of strategies should they implement as a part of their financial plan?
Read MoreEpisode 92: Mailbag – Should You Be Rebalancing?
Are you wondering if you should do a rebalance? David answers this question, as well as two others from the mailbag this week.
Read MoreEpisode 91: What’s the Future of Social Security?
What should you know when it comes to Social Security in the future? Will it still be there for you when you need it? How should your retirement plan account for Social Security? We’ll talk all things Social Security on today’s show.
Read MoreEpisode 85: Dealing with the Death of a Spouse
While it’s unpleasant to think about, preparing for what happens when one spouse dies is a critical component of your financial plan. David has worked with several surviving spouses and shares what’s important to focus on when it comes to your financial plan during that transition.
Read MoreEpisode 77: 3 Worst Financial Decisions You Can Make Near Retirement
Wondering what’s most important as you near retirement? How about, what’s the worst course of action you can be taking? Find out the top three worst financial decisions you can make as you enter into retirement.
Read MoreEpisode 70: Are These Financial Views Fact or Fiction?
When it comes to your financial plan, are you basing it off of facts or fiction? Consider the decisions you’re making and where you’re getting your information. We’ll help you do that on this episode.
Read MoreEpisode 69: Financial Strategy On and Off the Court
In March, we usually spend a lot of time paying attention to basketball. While it’s not on right now, let’s talk though some of the strategy behind the game as it applies in our own lives.
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