I’ve been looking forward to this one…
“Professor” Rick Plum has been a mentor, friend, and sounding board for more than a decade, and in this episode, he joins me in studio for a conversation about one of the most misunderstood topics in finance: Social Security.
Will Social Security Run out? How is it funded? What are the best strategies to be aware of with tax proposals coming to possible fruition in Congress? When should you claim Social Security for retirement income?
We get into all of this and then some. I even give you some bonus topics towards the end of our conversation to chew on…
Regardless if you are retiring soon or just trying to make sense of the system, this episode is one you’re going to love!
Keep CAPitalizing!
Important Information:
You should always seek counsel of the appropriate advisor prior to making any investment decision.
Christopher Panagiotu is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC.
The people and companies mentioned in this presentation are not affiliated with or endorsed by LPL Financial or CAPitalize Your Finances. LPL ART-634876 (11/24)