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The Future of Social Security and Potential Changes

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Manage episode 432811742 series 3561341
Content provided by Impact Partnership and Summit Wealth Strategies. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Summit Wealth Strategies 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.

This episode revolves around the topic of social security and retirement planning. Shawn O'keefe discusses the advice given by Dave Ramsey to claim social security benefits early and invest the money in mutual funds. They also touch on the importance of individualized retirement planning, considering factors such as lifestyle, expenses, income sources, and investment options. The conversation highlights the need for professional financial advice to navigate the overwhelming amount of information available online. Other topics discussed include the potential future of social security, the impact of inflation and taxes on retirement income, and the importance of a comprehensive retirement plan.

For more information go to www.gosummitwealth.com

See omnystudio.com/listener for privacy information.

  continue reading

11 episodes

Artwork
iconShare
 
Manage episode 432811742 series 3561341
Content provided by Impact Partnership and Summit Wealth Strategies. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Summit Wealth Strategies 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.

This episode revolves around the topic of social security and retirement planning. Shawn O'keefe discusses the advice given by Dave Ramsey to claim social security benefits early and invest the money in mutual funds. They also touch on the importance of individualized retirement planning, considering factors such as lifestyle, expenses, income sources, and investment options. The conversation highlights the need for professional financial advice to navigate the overwhelming amount of information available online. Other topics discussed include the potential future of social security, the impact of inflation and taxes on retirement income, and the importance of a comprehensive retirement plan.

For more information go to www.gosummitwealth.com

See omnystudio.com/listener for privacy information.

  continue reading

11 episodes

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