Peter Mallouk and guest Wealth Advisor Tim Sutton discuss social security and how it fits into someone’s overall financial plan. There are a lot of debates with social security from when to take it, to if will it exist in the future, to how to handle spousal benefits. There are a lot of possible avenues to factor in social security benefits and everyone needs to evaluate how to approach this important topic. Listen in as we explore on our latest podcast episode. More about guest Managing Director, Tim Sutton: http://bit.ly/2QnECV7 Important legal disclosure: http://bit.ly/2DC250b
Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!
Important legal disclosure: http://bit.ly/2DC250b