Clients always ask us if Social Security will be around when they retire. This episode of Your Money Momentum helps answer this question and brings you interesting facts as well as timing discussion to help you maximize your benefits. We’ll also cover Medicare strategies for people who want to retire before the eligibility age, and we chat about the “Medicare for All” political landscape this election season. As mentioned in this episode, you can download our software to help you strategize and optimize your social security benefits at https://www.gwadvisors.net/what/financial-planning-app/.
Host Bio: Tom Kennedy, CFP®
Tom joined Global Wealth Advisors in our Houston, Texas office in 2018 and became a managing partner in 2021. With over a dozen years of experience, he serves as our host of Your Money Momentum, a GWA podcast on financially related topics. He graduated from the University of Colorado at Boulder with a Bachelor of Science in Finance and holds the CERTIFIED FINANCIAL PLANNER™ certification which is awarded by the Certified Financial Planner Board of Standards, Inc. In a partnership between Columbia University’s Earth Institute and Alliance Bernstein, he also earned the Climate Change and Investment Academy Certificate. In 2021 he was elected to serve on the board for United Against Human Trafficking where he assists the nonprofit with business planning, fundraising, and providing trafficking survivors with the financial skills necessary to reduce risk of revictimization. He holds the FINRA Series 6, 7, 63 and 66 securities registrations with Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor.