REWO S3E6: Social Security Strategy & Summer Markets

19/07/2024 1h 1min Temporada 3 Episodio 6

Listen "REWO S3E6: Social Security Strategy & Summer Markets"

Episode Synopsis


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Episode Transcript available here:
sterlingwpartners.com/retire-eyes-wide-open-s3-e6

Welcome to Season 3, Episode 6 of "Retire Eyes Wide Open".In this episode, we dive into top Social Security planning strategies and provide insightful summer money insights. Scot shares his expertise from over 70 Social Security educational events, discussing critical strategies and addressing common questions like the longevity of Social Security.Explore the impact of summer market trends and discover how to navigate all-time highs. In the "Money Monologue," Scot outlines top Social Security strategies, including stress testing your plan and understanding the tax implications of Social Security.Join us for "Five Minutes on the Market," where we cover key market news and trends. Don’t miss our "Money Rundown" segment, where we summarize and synthesize recent news stories most important to retirees and investors, and "Money with Murph," where Steven explains Social Security planning for public employees, including the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO). Steven and Scot discuss topics like the impact of the presidential debate on financial markets, the Federal Reserve's stance on interest rates, and the continued rise of the stock market led by AI and technology.We also answer listener questions on spousal benefits, working while receiving Social Security, and more.

This is Retire Eyes Wide Open.

Host: Scot Landborg
Guest: Steven Murphy