Mortgages, Scams & Social Security: The Retirement Questions You’re Asking | Premier Financial Hour

This week’s Premier Financial Hour features Wealth Advisors Jonas Everett, Elias Randel, and Casey Mushrush as they respond to real listener questions from retirees and families.

From CDs and cash alternatives to Social Security, household budgeting, and digital safety for aging parents — the team shares practical ways to organize, review, and adapt your financial life as circumstances change.

In this episode, you’ll hear insights about:
✅ Reviewing your CD and savings mix as rates adjust
✅ Helping parents stay financially independent and safe from scams
✅ Organizing old IRAs, 401(k)s, and CDs into a clear financial picture
✅ Reviewing income sources and survivor planning for couples
✅ Deciding what to do with extra income once the mortgage is paid off
✅ Coordinating retirement timing between spouses
✅ Evaluating the timing of Social Security benefits
✅ Managing withdrawals and spending during inflation

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Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your attorney, accountant, and financial or tax advisor prior to investing.

Premier Investments and Wealth Management and LPL Financial do not provide specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Forbes Best-in-State Wealth Management Teams ranking was developed by Shook Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Shook’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor Shook Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. Shook is a registered trademark of Shook Research, LLC.

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