The Truth About Social Security

1 month ago
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Finance Social Security Retirement Planning The Truth Duell Financial Strategies Retirement Income

It’s no secret that the Social Security pool is getting shallower by the minute, but what other facts 𝗺𝗶𝗴𝗵𝘁 𝘆𝗼𝘂 𝗯𝗲 𝗺𝗶𝘀𝘀𝗶𝗻𝗴? 🤔

In this 61st episode of 𝙔𝙤𝙪𝙧 𝙍𝙚𝙩𝙞𝙧𝙚𝙢𝙚𝙣𝙩 𝙏𝙑, Sam and Andi take a Social Security quiz and dispel some of the most common misconceptions surrounding it. From taxation to spousal benefits, a lot of folks have got 𝘁𝗵𝗲 𝘄𝗿𝗼𝗻𝗴 𝗶𝗱𝗲𝗮 about Social Security! 🙅

When you take on Social Security the Duell way, you can replace your panic with a plan! Don’t hesitate to start controlling what you can control... we promise 𝘆𝗼𝘂 𝗰𝗮𝗻 𝗵𝗮𝘃𝗲 𝗮 𝘀𝗮𝘆 in your financial future! 🗣️

See the timestamps below to jump to a section of your choosing! ⬇️

𝗧𝗜𝗠𝗘𝗦𝗧𝗔𝗠𝗣𝗦
00:00 INTRO
00:59 Social Security Quiz
02:52 Ditching “tradition”
06:36 Purpose Determines Placement
11:15 Is Social Security taxed?
13:53 Control what you can control!
17:54 Call today to make a plan!
20:29 Misconceptions about spousal benefits
22:20 The Social Security pool is shallow!
25:37 Plan, don’t panic
27:33 OUTRO

If you have questions you would like to speak with Sam, Andi, and the rest of the team at Duell Financial Strategies directly, request a visit here 👇
https://duellstrategies.com/contact/

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#socialsecuritymyths
#retirementplanning
#income
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#financialeducation
#retirement
#legacy
#financialadvisors
#insurance

DISCLOSURE:
Investment advisory services offered though Duell Financial Strategies, LLC, a Wisconsin-Registered Investment Adviser. Duell Financial Strategies does not provide legal or tax advice. Investment Adviser Representatives of Duell Financial Strategies may only conduct business with residents of the states and jurisdictions in which they are properly registered. Insurance and annuity products are sold through Duell Financial Strategies.

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