Paul talks about an article which highlights social security trends after COVID. Listen along to hear how the time you file has a major impact on the amount of benefit you receive and why fear of social security going away leads investors to make hasty decisions. Later in the show, Paul talks about an upcoming webinar called: 4 Keys to Retirement Tax Planning.
A Sneaky Annuity Sales Pitch and a Chat About Roth Conversions
Today, Paul, Evan, and Ira talk about how frustrating it is that the average agents and investors are fooled into investment strategies