Your Money. Your Mission.
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial tools to help you have confidence in your financial future.
Your Money. Your Mission.
Social Security: What You Need to Know for Retirement
Social Security is a critical part of retirement planning, but it's just one piece of the puzzle. In this episode of “Your Money. Your Mission.”, host Kelly Mould dives into Social Security's history, inner workings, and strategies with guests Samantha Guthrie, LPL Financial Advisor and Vice President at Johnson Financial Group Financial Advisors, and Marcia Banike, Vice President of Private Banking at Johnson Financial Group. They explore eligibility, spousal benefits, taxation, and how to align Social Security with other income sources like 401(k)s and pensions. With insights on when to start claiming benefits, how to navigate retirement's financial complexities, and the importance of ongoing financial planning, this discussion equips listeners with the tools to make informed decisions and maximize their retirement outcomes.
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