Social Security - Planning Strategies, COLA, and Update

Whether you are trying to understand better how Social Security works or looking to optimize your filing strategy, this episode is for you. 

 

Hear Tyler discuss some of the less talked about factors impacting your Social Security claiming strategy. Listen as he talks through his clients' most common questions and concerns. All to help you better understand and maximize your benefits. 

 

Here's some of what you'll learn on this episode: 

• How Social Security as part of income planning has changed through the years. (3:13)
• How we help clients identify Social Security opportunities they have. (7:29)
• The Cost Of Living Adjustment (COLA) coming in 2023. (16:05)
• How we help clients determine their claiming strategy. (20:34)
• Where does Social Security fit into the overall retirement planning process. (30:14)

 

Have questions?

 

Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.

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