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Retirement Planning

Ep 10: Holistic Retirement Planning Approach For Clients And Financial Planners [Video]

Brandon Steele’s (CFP) Holistic Retirement Planning Approach For Clients And Financial PlannersWelcome to episode #8 of Social Security: Answers From The Experts with Martha Shedden. In this highly informative episode Martha sits down with Brandon Steele and they discuss many topics regarding retirement and Social Security issues.Brandon is a Certified Financial Planner for Mainsail Financial Group. Brandon believes that the more knowledgeable you feel, the more empowered and confident you will be in making financial decisions. In April 2021, he released his first book, Retire by Design, which shares helpful strategies to help readers design a thoughtful retirement plan. Brandon truly enjoys the synergy that exists between the business and personal sides of life. As much as business is a part of his life, his life is also a part of my business. He strives to bring the two together when possible. Here is what to expect on this week’s show:- A little bit about Brandon’s history and what drove him to become a CFP and to help people with their important financial decisions.- A look into what is wrong with the way that people normally approach their Social Security and financial retirement decisions.- What does success look like in terms of retirement planning and Social Security? How should one really think about this?- What will be the potential impact of future legislation on your IRA and potential decisions you can make concerning this.- Information about how taxes work with Social Security benefits and retirement plans.- What can you do to protect yourself from the effects of inflation in terms of your retirement finances?- When exactly Brandon starts to work with his clients in terms of their age.- Good (maybe unexpected) insights into how working while receiving Social Security works.Links:https://www.mainsailfg.comConnect with Brandon:Email: Brandon@mailsailFG.comLinkedIn: https://www.linkedin.com/in/blsteele/Twitter: https://twitter.com/brandon_steele_Facebook: https://www.facebook.com/pages/category/Financial-Planner/Mainsail-Financial-Group-1167236293449528/Instagram: http://instagram.com/theblsteeleYouTube: https://www.youtube.com/channel/UCLdYRyOCfH9XkfAJus3xNJQ

Categories
Retirement Planning

Schumer Pushing MONTHLY CHECKS! Social Security Retirement Update [Video]

Another update for seniors on social security benefits retirement, ssi, and ssdi, Andrew Paulo, SSI increase raise, SSDI, Social Security Benefits, COLA Changes,

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Retirement Planning

GREAT NEWS for Social Security & SSI Beneficiaries! | SSI Restoration Act of 2021 Update [Video]

#SSI #SSDI #SocialSecurityIn this video, we will get into an update on the Supplemental Security Income (SSI) Restoration Act of 2021. The SSI Restoration Act of 2021 would increase the basic benefit amount up to 100% of the single-person poverty rate, and provide that benefit on a per-person basis (doubled for eligible couples), at a cost of $350 billion for 10 years. Check Out My Blog:https://www.madmoneymillennial.com/Join My Facebook Group (Social Security Coffee Chat):https://www.facebook.com/groups/4479107012146027Useful Links:https://www.ssa.gov/GET YOUR ONE FREE STOCK:https://join.robinhood.com/joshuab-32885d/My name is Josh Baldwin and I’m passionate about Social Security and making sure my viewers get the MOST out of their retirement. Tune in for news updates and benefits information every Tuesday, Wednesday, and Thursday!Disclaimer: The information I discuss is solely based on my own personal understanding of the rules of the Social Security Administration and should not be considered an alternative to receiving proper guidance from a trained financial, tax, or retirement professional.

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Retirement Planning

How To Estimate Your NEW Social Security, SSI, SSDI Monthly Benefits Amounts for 2022 [Video]

#SSI #SSDI #SocialSecurityIn this video, we will get into an important update for those of you on Social Security, SSI, and SSDI benefits. What are the details on SSI payment increases for 2022? What are the monthly maximum Federal amounts for 2022?SSI Federal Payment Amounts For 2022:https://www.ssa.gov/oact/cola/SSI.htmlCheck Out My Blog:https://www.madmoneymillennial.com/Join My Facebook Group (Social Security Coffee Chat):https://www.facebook.com/groups/4479107012146027Useful Links:https://www.ssa.gov/GET YOUR ONE FREE STOCK:https://join.robinhood.com/joshuab-32885d/My name is Josh Baldwin and I’m passionate about Social Security and making sure my viewers get the MOST out of their retirement. Tune in for news updates and benefits information every Tuesday, Wednesday, and Thursday!Disclaimer: The information I discuss is solely based on my own personal understanding of the rules of the Social Security Administration and should not be considered an alternative to receiving proper guidance from a trained financial, tax, or retirement professional.

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Retirement Planning

YES! TOMORROW! $2,000 STIMULUS CHECKS SENT NOW! 4TH STIMULUS CHECK UPDATE & STIMULUS PACKAGE NEWS! [Video]

In this video, we discuss a new introduction by a representative in Congress that would impact Social Security retirement, disability, SSDI, survivors and SSI benefits. Social Security retirement, Social Security disability, SSDI, and SSI beneficiaries need a massive Raise to Benefits to provide an equitable standard of living, with this new introduction, this would provide beneficiaries a higher benefit overtime and modify the calculation in which the cost of living adjustment is figured. This Would ultimately Raise benefits and help out many beneficiaries by offering more money per month and adjusting but if it’s higher to accurately adjust for the real cost of living for millions of beneficiaries Social Security retirement, Social Security disability, SSDI, survivors, and SSI benefits.This new introduction to the Social Security program would ultimately Raise Benefits, increasing Social Security benefits on an annual basis to better reflect the true cost of living and adjust accordingly. This will impact Social Security retirement, SSDI, SSI and survivors benefits. This is in accordance to the cost of living adjustment or COLA that Social Security Beneficiaries receive on an annual basis. Please make sure to subscribe and share this video with your friends, family, social media and check out any of the other videos here on the channel#SSDI #SSI #SocialSecurity #LowIncome #Retirement #Disability #SSA

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Retirement Planning

Ep 06: Holistic Retirement Planning: What Critical Questions Are Clients Not Asking? [Video]

Welcome to episode #6 of Social Security: Answers From The Experts with Martha Shedden. In this highly informative episode Martha sits down with Maryann Keith and they discuss her views on Social Security and retirement planning and some of the common pieces of advice she gives to her clients.Maryann Keith joined Beden Wealth Management in 2007 after beginning her career in financial services in 2005. She often deals with Social Security and retirement planning issues. Maryann collaborates regularly with some of the top operations professionals in the U.S. Maryann has earned the coveted Certified Financial PLanner designation (CFP®) as well as the Certified Investment Management Analyst® (CIMA®) designation. She completed the Yale School of Management’s CIMA certification registered education program in Investment Management Theory & Practice and has a financial planning certificate from The American College in Bryn Mawr, PA.Here is what to expect on this week’s show:- Information about Maryann’s background and how she got into retirement planning.- The biggest misconception people are facing when it comes time for people to plan their Social Security decisions.- How it is that Maryann works with many widowed woman and the issues they face.- What success looks like when planning a client’s Social Security and retirement planning options.- How taxes work with your Social Security benefits, whether you are a high net worth individual or not.- The 2-3 most important takeaways for financial professionals who are helping their clients with Social Security and retirement planning (hint: it’s about software!).- Changes to the Social Security Administrations that Maryann would make, if she were in charge.Links mentioned:https://www.bedenwealth.comConnect with Maryann: LinkedIn: https://www.linkedin.com/in/maryannkeithcfpcima/Facebook: https://www.facebook.com/pages/Craig-Beden-Financial-Advisor-Capitol-Financial-Partners/1657614147798770📊 Get a customized Social Security plan. Start with a complimentary 10-minute consultation with our team of Registered Social Security Analysts. https://calendly.com/rssa/consultation➡️ Financial Advisors and Accountants – Become an RSSA and discover how Social Security expertise can unlock massive opportunities for your practice. https://www.narssa.org/registration/?pro✔ Download our White Paper: Social Security Expertise, the Next New Trend for Financial Professionals. https://rssa.com/social-security-expertise/⚠️ Questions about the RSSA Social Security Education & Training for Financial Professionals & Advisors?https://www.narssa.org/resources/contact/⚠️ Questions about maximizing and optimizing your Social Security benefits?https://rssa.com/consumer-contact-us/

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Retirement Planning

Social Security Update! | $1400 Stimulus Check for Seniors | 2022 COLA Increase (SSI & SSDI) [Video]

#SSI #SSDI #SocialSecurityIn this video, we will be discussing the push for Congress to approve $1400 stimulus checks for our lovely seniors and cost of living adjustment increase for 2022. Link To Sign Petition for $1400 Stimulus Checks for Seniors:https://seniorsleague.salsalabs.org/emergencystimulus/index.htmlCheck Out My Blog:https://www.madmoneymillennial.com/Join My Facebook Group (Social Security Coffee Chat):https://www.facebook.com/groups/4479107012146027Useful Links:https://www.ssa.govGET YOUR ONE FREE STOCK:https://join.robinhood.com/joshuab-32885d/My name is Josh Baldwin and I’m passionate about Social Security and making sure my viewers get the MOST out of their retirement. Tune in for news updates and benefits information every Tuesday, Wednesday, and Thursday!Disclaimer: The information I discuss is solely based on my own personal understanding of the rules of the Social Security Administration and should not be considered an alternative to receiving proper guidance from a trained financial, tax, or retirement professional.