Tag: Saving For Retirement

Maximizing Your Social Security: Timing, Taxes, and Techniques (Ep.22)

Maximizing Your Social Security: Timing, Taxes, and Techniques (Ep.22)

Understanding Social Security intricacies can significantly amplify your retirement benefits, ensuring you navigate these golden years with greater ease and security.

Alec Quaid joins us to unravel the complexities of Social Security – how it’s calculated, impacted by marital status, and what potential future changes could mean for retirees. We delve into why so many find this topic bewildering and provide clear, actionable insights to demystify Social Security benefits.

Discussion points include: 

  • How understanding the calculation of Social Security benefits can significantly impact your retirement comfort
  • Why marital status plays a crucial role in determining your Social Security benefits.
  • How future changes to Social Security could affect your retirement planning
  • Using the tool ssa.gov for a personalized overview of your projected Social Security benefits
  • And more

Resources:

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Can We Have Too Much Money? Understanding The Purpose of Our Money (Ep. 8)

Can We Have Too Much Money? Understanding The Purpose of Our Money (Ep. 8)

“Your eyes are bigger than your belly.”

Have you heard this saying? (You eat too much of something good and end up feeling not-so-good afterward!)

Now, let’s apply it to our finances. Can we have too much money? How much is enough for retirement?

In this episode, Ryan Poterack discusses the purpose of money, focusing on its role during retirement. Ryan explains why wealth accumulation is not about greed but about maintaining a lifestyle and potentially giving back. 

Ryan uncovers: 

  • Tips on determining how much is enough for personal retirement goals and needs
  • The influence of social media on retirement expectations
  • Ways societal pressures influence people’s financial desires
  • The role of charitable giving in retirement and how to start creating a legacy plan
  • How listening to our personal needs and circumstances can help us know when is the right time to retire
  • And more!

Resources:

Connect with Ryan Poterack: 

Connect with Poterack Capital Advisory: