Social Security - Planning Strategies, COLA, and Update

Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

コンテンツは Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP® によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャストコンテンツは、Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP® またはそのポッドキャストプラットフォームパートナーによって直接アップロードされ、提供されます。誰かがあなたの著作権で保護された作品をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。

9M ago 37:19

MP3•エピソードのホーム

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:

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)

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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®