Social Security Secrets | Guiding You Forward
Have questions about retirement planning? Get invaluable tips from three experienced professionals in this episode of the *Guiding You Forward* podcast.
When it comes to social security and Medicare, it’s easy to get lost in all the rules and regulations. To help you feel more confident with your own retirement planning, we called in experienced professionals from Mountain America Investment Services—Stewart Campbell, director of wealth management, and LPL Financial Advisors Jared Haslam and Spencer Orme.
Watch the video and learn:
How to make sense of all the social security regulations.
Why an early retirement could mean reduced benefits.
What Medicare covers and how it fits into your retirement plan.
Many people nearing retirement are familiar with some of the basic social security regulations. But, unless you’re an expert yourself, it’s difficult to navigate retirement without input from a financial advisor. Our podcast guests go beyond the basics with social security tips you may not be aware of.
Did you know your retirement benefits could be less than what you expect? It’s true! Before you decide to trade your desk chair for a porch chair, be sure to check with a financial advisor—you may unknowingly be losing out on additional funds.
Medicare is an essential part of most retirement plans. Health care costs can be very high—especially in retirement. Stewart, Jared and Spencer go over some Medicare fundamentals and how they may affect your retirement plan.
Check out the full video above to get all these great tips and more.
Questions? Schedule an appointment with a wealth advisor today!
