31 min
Guided Path 2-1 Social Security Basics Refresher with Tyler Williamson The Financial Call
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- Self-Improvement
People make a lot of assumptions about Social Security, and unfortunately, this mistake can come back to bite once you are ready to retire.
Despite what many might think, you’ll want to learn about Social Security benefits long before you retire and this episode is the perfect place to do just that!
In this episode, Tyler Williamson shares his expertise about Social Security and explains how you can avoid some of the common mistakes people make when planning their income before and during retirement.
Zacc, Laura, and Tyler discuss:
What you have to look forward to in this season How to maximize your benefit of Social Security during retirement Common mistakes retirees make when taking out their Social Security and how you can avoid them How Social Security is nationally accumulated and how the US is planning to support the overwhelming size of the baby boomer population And more
Resources:
The Financial Call: Income Planning for Investors Ages 40 to 60
Connect With Capita Financial Network:
info@capitamail.com tfc@capitamail.com (801) 566-5058 Capita Financial Network LinkedIn: Zaccary Call LinkedIn: Laura Hadley LinkedIn: Capita Financial Network Facebook: Capita Financial Network
Connect with Tyler Williamson:
LinkedIn: Tyler Williamson
About Our Guest:
Tyler Williamson is a partner with Capita Financial Network. He is one of the most tenured advisors at Capita. Tyler is a Social Securities expert and often does presentations about them. Tyler often helps people with a lot of money in high net worth planning. He helps people that have barely saved anything, so he understands a wide array of financial planning issues.
People make a lot of assumptions about Social Security, and unfortunately, this mistake can come back to bite once you are ready to retire.
Despite what many might think, you’ll want to learn about Social Security benefits long before you retire and this episode is the perfect place to do just that!
In this episode, Tyler Williamson shares his expertise about Social Security and explains how you can avoid some of the common mistakes people make when planning their income before and during retirement.
Zacc, Laura, and Tyler discuss:
What you have to look forward to in this season How to maximize your benefit of Social Security during retirement Common mistakes retirees make when taking out their Social Security and how you can avoid them How Social Security is nationally accumulated and how the US is planning to support the overwhelming size of the baby boomer population And more
Resources:
The Financial Call: Income Planning for Investors Ages 40 to 60
Connect With Capita Financial Network:
info@capitamail.com tfc@capitamail.com (801) 566-5058 Capita Financial Network LinkedIn: Zaccary Call LinkedIn: Laura Hadley LinkedIn: Capita Financial Network Facebook: Capita Financial Network
Connect with Tyler Williamson:
LinkedIn: Tyler Williamson
About Our Guest:
Tyler Williamson is a partner with Capita Financial Network. He is one of the most tenured advisors at Capita. Tyler is a Social Securities expert and often does presentations about them. Tyler often helps people with a lot of money in high net worth planning. He helps people that have barely saved anything, so he understands a wide array of financial planning issues.
31 min