The RetireAdvisers℠ Podcast - Social Security & Medicare - Ep. 4

In this episode of the RetireAdvisers℠ Podcast, Zachary Allen, CFA, (CEO and CIO of Pension Consultants, Inc.) and Michaela Hutchison (Manager of RetireAdvisers℠) discuss Social Security and Medicare, including when to claim benefits, how spousal benefits work, common misconceptions surrounding Social Security, and how Medicare decisions fit into retirement planning. They also explore how individuals can think through retirement income needs, the role Social Security may play in covering expenses throughout retirement, and why understanding trade-offs, timing, and long-term planning considerations can help bring greater clarity to retirement decisions. RetireAdvisers℠ virtual guidance is for educational purposes only and does not include specific investment advice. Pension Consultants, Inc. is registered with the U.S. Securities and Exchange Commission as an investment adviser. Sources: Will Social Security Be Enough for Retirement? How to Fill the Gap. (http://www.ncoa.org/article/will-my-basic-...) Will Social Security Run out of Money? Here’s What Could Happen to Your Benefits If Congress Doesn’t Act. (http://www.cnbc.com/select/will-social-sec...) Social Security & Medicare: What to Know as You Approach Retirement (https://www.retireadvisers.com/post/social...) Visit retireadvisers.com to explore additional resources or schedule time with a RetireAdvisers℠ consultant.