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Social Security

Podcast Episode 324: Is Social Security Going Bankrupt?

Podcast Episode 324: Is Social Security Going Bankrupt?

The topic of Social Security comes up all the time in our office, especially when it comes to its future. Is it heading towards bankruptcy as some…

Podcast Episode 323: How Much Tax Will I Pay on My Social Security

Podcast Episode 323: How Much Tax Will I Pay on My Social Security

Let’s say you are already retired or getting close to that day, do you know what your taxable income is going to be? While we’re working, this que…

Podcast Episode 322: When Should I Rollover My 401k?

Podcast Episode 322: When Should I Rollover My 401k?

We want to be as efficient as possible with our retirement accounts to give us the best chance to grow our money and provide the income we need fo…

Podcast Episode 321: Should I Use Target Date Funds?

Podcast Episode 321: Should I Use Target Date Funds?

Most people are familiar with target date funds, although they might not necessarily know them by that name. Your 401k plan might have a different…

Podcast Episode 320: Why Do We Talk Specifically About Financial Planning for Women?

Podcast Episode 320: Why Do We Talk Specifically About Financial Planning for Women?

In the fast-paced world we live in today, financial planning has never been more critical. It plays a significant role in helping us manage our re…

Podcast Episode 319: What Age Should I Start Social Security?

Podcast Episode 319: What Age Should I Start Social Security?

Do you think there is a universal age to start Social Security? Have you ever wondered how your health history, longevity, and family history play…

Podcast Episode 299: Excuses We Make That Could Negatively Impact Our Finances

Podcast Episode 299: Excuses We Make That Could Negatively Impact Our Finances

When it comes to money, people often make excuses for why they can’t save or spend wisely. It’s easy to make up a story about why you aren’t able …

Podcast Episode 295: Is the End of Social Security Near? (Mailbag)

Podcast Episode 295: Is the End of Social Security Near? (Mailbag)

Is the end of social security near? Evidence suggests that, while it is not likely to disappear soon, its long-term outlook is uncertain. Social s…

Podcast Episode 284: Reasons Why People Aren’t Ready to Retire

Podcast Episode 284: Reasons Why People Aren’t Ready to Retire

Are you ready to retire? Many people aren’t sure if they are ready to leave their careers behind. In this blog post, we will discuss some of the r…

Social Security Benefits 101

There are a lot of questions people have about Social Security, and the biggest problem with learning about Social Security benefits is that there…

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