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Listen "44. Navigating the New Retirement Reality with Mary Beth Franklin"
Episode Synopsis
In this eye-opening episode of The Wave Strength, “The Google of Social Security” Mary Beth Franklin, joins Pacific Life’s retirement experts Ruth Schau and Carolyn Elrod to explore the essentials of preparing for retirement. Go beyond the basics of Social Security and discover the significance of emotional well-being, the role of guaranteed income sources like annuities, and the impact that the pandemic has had on retirement planning. Whether you're looking to optimize your retirement income, understand the complexities of annuities, or simply seeking a fulfilling retirement, this episode offers valuable insights into making the most of your golden years. Tune in to explore how you can lay a solid foundation for a secure, balanced, and fulfilling retirement. Catch it now, on The Wave Strength. Want to learn more? Read this episode’s companion blog article here.
About Mary Beth Franklin
Mary Beth Franklin is a Contributing Editor at Investment News specializing in Social Security, Medicare, and Retirement Income. She has been a financial journalist for more than 40 years, covering everything from the federal budget and tax policies as a Capitol Hill reporter for United Press International to consumer finances as a writer and editor at Kiplinger’s Personal Finance magazine. Mary Beth became a Certified Financial Planner in 2015 and is an in-demand speaker at conferences for financial professionals as well as a frequent guest on numerous radio and television programs. She is the author of “Maximizing Your Social Security Retirement Benefits” and host of the Retirement Repair Shop podcast. In her free time, Mary Beth likes to read, garden, ski, and play the piano. She received a BA in Communications from American University in 1975 where she continues to mentor journalism students.
About Caroline Elrod Caroline Elrod, J.D., CLU is a retirement strategies group manager for Consumer Markets at Pacific Life. Caroline helps financial professionals address complex tax, estate, and retirement planning issues for their clients, and their tax and legal professionals. Caroline is a graduate of the Northeastern University School of Law; she joined Pacific Life in 2015.
About Ruth Schau Ruth is Senior Director of Pension Solutions, Institutional Division at Pacific Life. She works with companies and their advisors to customize solutions to solve financial risks inherent in pension plans. Ruth’s focus is on organizations that sponsor defined contribution (DC) plans, such as 401(k) or 403 (b) plans to provide guaranteed lifetime income options for plan participants. Ruth joined Pacific Life in 2021.
About Mary Beth Franklin
Mary Beth Franklin is a Contributing Editor at Investment News specializing in Social Security, Medicare, and Retirement Income. She has been a financial journalist for more than 40 years, covering everything from the federal budget and tax policies as a Capitol Hill reporter for United Press International to consumer finances as a writer and editor at Kiplinger’s Personal Finance magazine. Mary Beth became a Certified Financial Planner in 2015 and is an in-demand speaker at conferences for financial professionals as well as a frequent guest on numerous radio and television programs. She is the author of “Maximizing Your Social Security Retirement Benefits” and host of the Retirement Repair Shop podcast. In her free time, Mary Beth likes to read, garden, ski, and play the piano. She received a BA in Communications from American University in 1975 where she continues to mentor journalism students.
About Caroline Elrod Caroline Elrod, J.D., CLU is a retirement strategies group manager for Consumer Markets at Pacific Life. Caroline helps financial professionals address complex tax, estate, and retirement planning issues for their clients, and their tax and legal professionals. Caroline is a graduate of the Northeastern University School of Law; she joined Pacific Life in 2015.
About Ruth Schau Ruth is Senior Director of Pension Solutions, Institutional Division at Pacific Life. She works with companies and their advisors to customize solutions to solve financial risks inherent in pension plans. Ruth’s focus is on organizations that sponsor defined contribution (DC) plans, such as 401(k) or 403 (b) plans to provide guaranteed lifetime income options for plan participants. Ruth joined Pacific Life in 2021.
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