4 Easy Ways To Increase Your Social Security
Автор: Jeremy Finger, CFP®, CIMA®, CEPA
Загружено: 4 февр. 2025 г.
Просмотров: 267 просмотров
Did you know your Social Security strategy be costing you or your spouse up to $250,000? Learn how to avoid common mistakes and increase your benefits with 4 easy steps. Want to work with us?
→ Click here to set up a 15 min phone appointment https://calendly.com/financial_adviso...
Jeremy Finger, CFP®, CIMA®, CRPC®, CPFA, CEPA
I have been a financial advisor since 1997 and worked for a few of the regional and national firms. But something never felt right. I wanted to be a true fiduciary and reduce the conflicts of interest that plague the industry.
In 2019, I founded Riverbend Wealth Management. A FEE-ONLY Advisory Firm that specializes in helping retirees and business owners live their best life free from financial worry or burden.
We do this by providing:
→ Social Security Optimization
→ Tax Planning
→ Income Planning
→ Exit Planning for Business Owners
→ Retirement Planning
→ Estate Planning
If you would like some help in any of these areas, feel free to reach out to us
→ https://calendly.com/all-riverbend-ad...
⏱ Timestamps:
0:00 - 4 Easy Ways to Increase Your Social Security
0:40 – Social security
1:50 – Will social security run out of money?
2:25 –Proposed reforms for social security
4:30 – What happens if benefits are cut?
5:58 – Survivor benefits
8:40 – Categories to retirement benefits
11:15 – When you retire could affect your spouse
12:34 – Spousal Benefits
14:10 – Split strategy
15:20 – Divorced spouse benefit
17:20 - Retirement strategy
18:00 – Bridge the gap
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Check out our video disclosures → https://riverbendwealthmanagement.com...

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