Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
Social Security is More than a monthly check. Do you realize it can be worth well over a million dollars?
Its a pension with cost of living inflation adjustments, which pretty much do not exist anywhere else. It is a pension for a homemaker which you can’t get anywhere else. You can to control when to turn it on to maximize your benefits. It provides for your spouse if you die. It provides for your children if you die when they are under 18. It provides disability benefits. Simply put, it is amazing. All these benefits truly are amazing but there is a catch - this is why the system is broken and massively underfunded.
The most common question I get from people is, when should i begin my benefits? Followed by, from younger folks, Will SS be there for me? And will I be there for SS, which means if I die young what will happen to my benefits? ok, let’s tackle some of these questions.
EP 151: Evaluating Life Insurance Coverage
EP 150: No Lazy Money
EP 149: Treating College as a Business Decision
EP 148: Social Security Breaking Point
EP 147: Retiring in a Down Market
EP 146: Mortgage in Retirement | Trust the Plan Podcast
EP 145: Trust the Plan
EP 144: Lump Sum Reduction
Episode 143: The Difference Between a Financial Advisor and a Wealth Manager
Episode 142: Qualified Charitable Distributions
Episode 138: Social Security Analyzer
Episode 137: Income Tax and Medicare Premiums in Retirement
Episode 136: Historic 2022 Bond Performance
EP 135: 2022 Hopwood Financial Plan
EP 134: Talking Real Estate with Jeff Packer of The Packer Group
EP 133: Capital Gains & Qualified Opportunity Zones
EP 132: IRS & Potential Tax Increases
EP 131: Death of the Balanced Portfolio
EP 130: Social Security Deficiency
EP 129: College Is A Business Decision
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast