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Social Security - Planning Strategies, COLA, and Update
Manage episode 350373155 series 3404044
Kandungan disediakan oleh Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP®. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP® atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Whether you are trying to understand better how Social Security works or looking to optimize your filing strategy, this episode is for you. Hear Tyler discuss some of the less talked about factors impacting your Social Security claiming strategy. Listen as he talks through his clients' most common questions and concerns. All to help you better understand and maximize your benefits. Here's some of what you'll learn on this episode:
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- How Social Security as part of income planning has changed through the years. (3:13)
- How we help clients identify Social Security opportunities they have. (7:29)
- The Cost Of Living Adjustment (COLA) coming in 2023. (16:05)
- How we help clients determine their claiming strategy. (20:34)
- Where does Social Security fit into the overall retirement planning process. (30:14)
Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.
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