Episode 21: How Social Security Fits Into Your Financial Plan

August 17, 2023

This week on FIN-LYT by EWA, Matt Blocki and Jamison Smith discuss Social Security and its pivotal role in retirement planning. This episode is designed to cut through the noise and provide you with clear, unbiased guidance on when to take your Social Security benefits, how it can influence your overall retirement strategy, and how it aligns with the EWA’s philosophies.

Navigating the complexities of Social Security can be daunting but this episode will simplify the process and break down the key factors to consider when deciding the optimal time to start receiving your benefits. They discuss how your benefits interact with other income sources, such as pensions, investments, and part-time work, to create a stable and sustainable retirement income stream.

Connect with EWA:

Us on Social Media https://www.instagram.com/ewa.llc/ ⁠https://www.linkedin.com/company/equilibrium-wealth-advisors/⁠ ⁠ https://www.facebook.com/EquilibriumWealthAdvisors/⁠

View EWA Disclosures and Firm ADV: https://adviserinfo.sec.gov/firm/summary/308977

Recommended Videos

Welcome to Equilibrium Wealth Advisors
10 Tips for Current Retirees - Tip 3- Be Aware of Annuities
US vs International Stocks
Contributing to 457 Plans
What is a QPR?
How Rising Interest Rates Can Affect Your Financial Plan?