Social Security 101 | Episode #2

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Assets and Taxes

Asset Strategy

15 episodes

1 week ago

Welcome to "Assets & Taxes," the Asset Strategy podcast where we explore financial planning, tax strategies, investment, and retirement ideas. Hosted by our expert financial advisors, we help you grow your wealth and minimize taxes. Perfect for individuals and small to mid-sized business owners, join us for timely discussions, expert interviews, and actionable tips to make your money work harder. Tune in and let's maximize your assets while keeping taxes at bay! WHERE TO FIND US: https://linktr.ee/assetstrategy BOOK A FREE DISCOVERY CALL: https://assetstrategy.com/contact/#AS_Discovery_Call

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Social Security 101 | Episode #2

Assets and Taxes

11 minutes 12 seconds

1 year ago

Social Security 101 | Episode #2

Welcome to the second episode of "Assets & Taxes" In this episode, Asset Strategy's Business Operations Manager and Financial Consultant Bill O'Neill, AIF®, sits down with Asset Strategy's Director of Retirement and Senior Financial Consultant Tim Black, to talk about the ins and outs of Social Security. Tim and Bill discuss the qualifications to receive benefits, the importance of identifying your life expectancy, and the individual decisions ahead of each retiree DOWNLOAD OUR FREE SOCIAL SECURITY BENEFIT GUIDE: https://mailchi.mp/assetstrategy/maximizing-social-security-guide BOOK A DISCOVERY CALL WITH US: https://assetstrategy.com/contact/#AS_Discovery_Call Contact Bill: wjo@assetstrategy.com Contact Tim: tjb@assetstrategy.com (00:00) Introduction (01:24) What is Social Security and why is it important (03:05) How are Social Security Benefits Calculated (04:50) When is ‘Full Retirement Age’ (06:27) How to determine when to take social security benefits (08:13) Explanation of “Break-Even Analysis” (10:17) Conclusion Because investor situations and objectives vary this information is not intended to indicate suitability for any individual investor. This is for informational purposes only, does not represent legal or tax advice does not indicate suitability for any particular investor, and does not constitute an offer to purchase or sell investments. Please consult the appropriate professional regarding your individual circumstance. Content regarding social security is not associated with or endorsed by the Social Security Administration or any other government agency. Maximizing your Social Security Benefits assumes foreknowledge of your date of death. If as an example you wait to claim a higher monthly benefit amount but predecease your average life expectancy, it would have been better to claim your benefits at an earlier age with reduced benefits. Advisory Services are offered through Asset Strategy Advisors, LLC (ASA), an-SEC Registered Investment Advisor. Securities offered through registered representatives of Concorde Investment Services, LLC (CIS), member of FINRA/SIPC. Insurance Services offered through Asset Strategy Financial Group, Inc. (ASFG). ASA, CIS, and ASFG are independent of each other. The data contained in this material was obtained from third-party sources believed to be reliable; however, ASA, ASFG, and CIS do not guarantee the accuracy of the information.