Can I Depend on Social Security for My Retirement?
May 02, 2024Social Security was introduced in 1935 as a safety net for those few precious years post-retirement when life expectancy hovered around 61-65 years.
In today’s era of extended lifespans, retirement stretches out into vast expanses of time, potentially spanning decades. Yet, amidst this horizon of possibility, the pressing questions that loom in many minds are: ‘Will my financial resources endure?’ and ‘Can I truly rely on Social Security to safeguard my future?'”
Terry Wheeler, CFP® and host of WE Money Talk, tackles Social Security concerns head-on. Explore its future stability, benefit-maximizing strategies, and practical tips for retirement planning. From its origins to navigating demographic shifts, Terry provides straightforward advice for optimizing your Social Security benefits.
Resources:
- Why Longevity MATTERS In Building Your Financial Plans For Retirement (Your Money SHOULD OutLive You) (Ep. 3)
- Fact or Fear? The Real Costs of Long-Term Care (Ep. 7)
- Social Security Optimization Analysis
- Custom Longevity Report
Connect with Terry Wheeler:
- WE Alliance Wealth Advisors
- 1-800-355-8174
- [email protected]
- LinkedIn: Terry Wheeler
Terry Wheeler is an Investment Adviser Representative of WE Alliance Wealth Advisors, Inc., a SEC-registered investment adviser located in Roseville, CA.
The information presented is for educational purposes only. No listener should assume that any discussions or information presented serves as the receipt of, or a substitute for, personalized advice from WE Alliance Wealth Advisors, Inc. or from any other investment professional and is not intended as an offer of solicitation for the sale or purchase of any specific securities, investments, or investment strategies. WE Alliance Wealth Advisors, Inc. is not a law firm or accounting firm, and no portion of this Podcast should be interpreted as legal, accounting, or tax advice. Information expressed does not take into account your specific situation or objectives and is not appropriate for every individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.
