April 3, 2023 Weekly Update

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

Portfolio Update:  Murs and I have recorded our portfolio update for April 3, 2023

This Week’s Podcast – Social Security Spousal Benefit in Retirement

In this Episode of the Secure Your Retirement Podcast, Radon and Murs speak with Heather Schreiber about social security spousal benefits and how it works.  Heather is a retirement income strategist, speaker, writer, and educator of financial, legal, and tax professionals.

Listen in to learn how spousal income works for couples with wide disparities in income benefits…


This Week’s Blog – Social Security Spousal Benefit

We actually had a client come to us this week who has a spouse, and they’re a little bit different in age. He told us to wait until he is 70 to take Social Security, but he wants his wife to take her benefits at 62.

He wanted to know one important thing: if he passes away, will she receive his benefit instead?

If you’re in the midst of retirement planning or trying to gain as much knowledge as you can to secure your retirement, you might need to know about spousal benefits…