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The Not-So-Simple Social Security System (2/24/2024)

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Manage episode 402837371 series 3083349
Content provided by Alec Kelso and The Real Money Pros. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alec Kelso and The Real Money Pros 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.

All things Social Security! Okay – it may be a sort of boring topic, but navigating the Social Security system by yourself isn't as easy as you may think. Try getting to know all 2,700+ rules that apply! Alex Lundgren sits down with Jeremiah and gives some tips around Social Security filing strategies: implications of filing too early, spousal benefits, divorce, and more.

Is Invidia's blowout performance in 2023 (and now) sustainable? The team talks about indexing and the benefits of it when it comes to investing in these high-performing, unpredictable securities, such as Invidia and other companies developing and implementing artificial intelligence.

Watch, Subscribe, Ask!

https://www.therealmoneypros.com

Hosts:

Jeremiah Bates, Financial Advisor

Alex Lundgren, RSSA®, AIF®, Financial Advisor

—————————————————————

SPONSORS:

Academy Mortgage:

https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor

Ataraxis PEO

https://ataraxispeo.com/offer

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

Apollon Wealth Management:

https://apollonwealthmanagement.com/

—————————————————————

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 402837371 series 3083349
Content provided by Alec Kelso and The Real Money Pros. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alec Kelso and The Real Money Pros 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.

All things Social Security! Okay – it may be a sort of boring topic, but navigating the Social Security system by yourself isn't as easy as you may think. Try getting to know all 2,700+ rules that apply! Alex Lundgren sits down with Jeremiah and gives some tips around Social Security filing strategies: implications of filing too early, spousal benefits, divorce, and more.

Is Invidia's blowout performance in 2023 (and now) sustainable? The team talks about indexing and the benefits of it when it comes to investing in these high-performing, unpredictable securities, such as Invidia and other companies developing and implementing artificial intelligence.

Watch, Subscribe, Ask!

https://www.therealmoneypros.com

Hosts:

Jeremiah Bates, Financial Advisor

Alex Lundgren, RSSA®, AIF®, Financial Advisor

—————————————————————

SPONSORS:

Academy Mortgage:

https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor

Ataraxis PEO

https://ataraxispeo.com/offer

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

Apollon Wealth Management:

https://apollonwealthmanagement.com/

—————————————————————

  continue reading

100 episodes

All episodes

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