Double Taxation on Social Security and How It May Hurt Your Retirement! 🗓️ 1.30.25 Retirement Planning Coffee Talk clip

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Retirement Planning - Money Not Math

Drew Erickson

193 episodes

5 days ago

I love to help people have more confidence in their financial future. My mission is to provide the highest quality advice and service possible to my clients. Therefore, I limit myself to 100 active clients or less at all times that I have a fiduciary responsibility to. If you are interested in scheduling a 15-minute call to ask questions and determine if it might make sense for us to work together, please use this link to do so at your convenience, https://form.jotform.com/240425716309151 My core Values are Family, Faith, Finances, Fitness, Friends and Fun.

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Double Taxation on Social Security and How It May Hurt Your Retirement! 🗓️ 1.30.25 Retirement Planning Coffee Talk clip

Retirement Planning - Money Not Math

59 seconds

10 months ago

Double Taxation on Social Security and How It May Hurt Your Retirement! 🗓️ 1.30.25 Retirement Planning Coffee Talk clip

Here's a clip of,

🌟 Retirement Planning Insights: Watch or Listen Now! 🌟

Hey everyone! 🎥🎙️ I just recorded a video and podcast diving into some crucial retirement planning topics inspired by three insightful articles. Here's a sneak peek:

1. Double Taxation on Social Security: Many older Americans are feeling the pinch as Uncle Sam claws back their Social Security benefits. Learn how this "double taxation" impacts your retirement and what you can do about it.

2. Turbocharging Your Retirement Savings: Are you between 60 and 63? Discover how you can take advantage of "super catch-up" contributions to boost your retirement savings and secure your financial future.

3. Warren Buffett's Advice: Thinking about mimicking Warren Buffett's investment moves? Find out why this strategy might not be as foolproof as it seems and get tips on making smarter investment choices.

📺 Watch the full video or 🎧 listen to the podcast now to get the insights you need to make informed decisions for a comfortable retirement. Don't forget to like, share, and subscribe for more financial tips!

Full Podcast: https://creators.spotify.com/pod/show/drew-erickson7/episodes/Double-Taxation-on-Social-Security-and-How-It-May-Hurt-Your-Retirement---1-30-25-Retirement-Planning-Coffee-Talk-e2u6s4i

Disclaimer: This content is not legal, tax, or investment advice. Always consult a qualified professional regarding your own situation. And since this is a live session, I may occasionally make a mistake.

Articles Referenced: https://finance.yahoo.com/news/double-taxation-older-americans-increasingly-140800773.html

https://www.morningstar.com/retirement/should-you-turbocharge-your-retirement-savings?utm_source=eloqua&utm_medium=email&utm_campaign=MorningDigest&utm_content=None_60327&utm_id=31161

https://finance.yahoo.com/news/warren-buffett-advice-people-trying-144516366.html?guccounter=1

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