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Social Security and Financial Planning with Maryann Keith

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Manage episode 322576832 series 3246328
Content provided by Paul Fagan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Fagan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Maryann shares with us her experience and advice working with single, divorced, and widowed women specializing in holistic financial planning. With extensive expertise in Social Security, she talks to us about many aspects of this valuable benefit including tax implications and planning, when to start taking your benefits, and common misconceptions and mistakes people often make. When to take Social Security is a critically important decision. Maryann is a Certified Financial Planner (CFP) as well a a Certified Investment Management Analyst (CIMA)

#financialdads #socialsecurity #financialplanning #whentotakesocialsecurity #bedenwealth #interview #CFP #CIMA

https://www.bedenwealth.com/maryann-keith

https://www.bedenwealth.com

  continue reading

151 episodes

Artwork
iconShare
 
Manage episode 322576832 series 3246328
Content provided by Paul Fagan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Fagan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Maryann shares with us her experience and advice working with single, divorced, and widowed women specializing in holistic financial planning. With extensive expertise in Social Security, she talks to us about many aspects of this valuable benefit including tax implications and planning, when to start taking your benefits, and common misconceptions and mistakes people often make. When to take Social Security is a critically important decision. Maryann is a Certified Financial Planner (CFP) as well a a Certified Investment Management Analyst (CIMA)

#financialdads #socialsecurity #financialplanning #whentotakesocialsecurity #bedenwealth #interview #CFP #CIMA

https://www.bedenwealth.com/maryann-keith

https://www.bedenwealth.com

  continue reading

151 episodes

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