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Episodes by Topic: #SocialSecurity
BEST OF TALKING MONEY: How is Social Security income taxed and what can you do to reduce those taxes?
Social Security expert, Eddie Holland, CPA/PFS, CFP®, CKA, joins Mike to discuss how to reduce the taxes on your Social Security and the premiums on Medicare. Plus, what should widows consider when deciding which claiming strategy to choose. Get the information you need—WITHOUT the SALES pitch!
Listen to the EpisodeBEST OF TALKING MONEY: How is Social Security Income taxed and what you can do to reduce those taxes
Social Security expert, Eddie Holland, CPA/PFS, CFP, CKA, joins Mike to discuss how to reduce the taxes on your Social Security and the premiums on Medicare. Plus, what should widows consider when deciding which claiming strategy to choose. Get the information you need—WITHOUT the SALES Pitch!
Listen to the EpisodeDoctors help us (or our pets), but who helps them with their financial lives?
Dr. Alan Martin, DVM, joins Mike to discuss how Ronald Blue Trust helped his mom and now his family—you may be surprised with his response! Plus, Mike answers several listener questions about when it makes sense to pay off a home mortgage and how taxation of Social Security works.
Listen to the EpisodeIs your Social Security money at risk of running out?
According to the latest Advisor Authority survey, more than half of pre-retirees 55-65 years old are concerned about the long-term viability of Social Security.
Eddie Holland, CPA, CFP, Senior Private Wealth Advisor for Ronald Blue Trust, and Social Security expert, discusses this with Mike in the latest podcast. Plus, he answers some great questions from listeners about when to begin taking Social Security.
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