Social Security

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Social Security Checklist

The Social Security Checklist is a guide to claiming your Social Security benefits and includes a short checklist to help you along the way.


Investments Article

Predicting the Future of Your Retirement

There is contrast between the uncertainties in retirement and your career. Learn more about how you can predict the future of your retirement.

Retirement Article

Retiring with $1 Million

What could retirement look like with $1 million? We're going to show you four different couples. One couple, which we referred to as the average couple, with a 60/40 portfolio, claiming Social Security at 62, would be able to spend $3.5 million over a lifetime. 

Retirement Article

How $750k Can Go as Far as $1 Million in Retirement

Would you rather have $750,000 or $1 million? On its face, this question seems like a no-brainer. One million dollars is a larger number than $750,000, so that has to be the correct answer – right? 

The Guided Retirement Show

Social Security Podcast

How to Claim the Most from Your Social Security with Marc Kiner & Jim Blair

Episode 49 | Marc Kiner & Jim Blair - Social Security Experts
In this episode, we explore the many different options retirees have when it comes to claiming Social Security. We get into how Social Security is taxed, why different types of retirement income don’t play nice together, and how to put a stop to preventable losses and make the most of this extraordinarily complex program.

Social Security Podcast

How to Maximize Your Social Security Benefits with Marc Kiner & Jim Blair

Episode 34 - Marc Kiner | CPA at Premier Social Security Consulting LLC & Jim Blair | Lead Consultant at Premier Social Security Consulting LLC

Today, Marc and Jim join the podcast to talk about the major mistakes that people make as they claim Social Security, how to craft a strategy designed to avoid these pitfalls once and for all, and how to find an advisor who can help you navigate this astoundingly complex system.




Claiming Your Social Security

In this webinar, Will Doty, CFP®, discusses the importance of properly claiming your Social Security. During this on-demand webinar, Will covers the differences in claiming strategies, spousal situations, the impact of Social Security on taxes, and more. This webinar is designed to give you a better understanding of how Social Security fits into your overall financial plan.


Savvy IRA Planning for Boomers

Financial Advisor Drew Jones presents an updated version of our Savvy IRA Planning for Boomers webinar. IRA Planning is a complex process. Factor in recent changes from the SECURE Act, and it gets even further complicated. We're here to clear up the noise as Drew presents Savvy IRA Planning for Boomers.


Retirement Plan Checklist

Financial Advisor Logan DeGraeve presents the Retirement Plan Checklist webinar. In this webinar, Logan will review some of the questions in the checklist as well as things you need to be thinking about in the years leading up to retirement.