Back by popular demand, we go over one of the MOST important decisions leading up to and in retirement.
For many, it will be if THE MOST IMPORTANT decision you make for your retirement.
We field listener questions, review the rules, warn of the pitfalls, and give you the biggest mistakes people make on Social Security with the country’s premier expert, Diane Wilson.
Most importantly, we tell you how you can plan leading up to retirement long before you ever collect Social Security. If done correctly, it also frees you up in your investment portfolio.
You can listen to Diane’s first appearance on our show here: Irrevocable Lifetime Income and Social Security
Be sure to sign up for Portfolio Manager Don Vandenbord’s next Lunch & Learn Webinar, Wednesday’s at noon ET.
👉 Click here for more details and to register
You can also watch his latest educational video: EVERY Bear Market since 1968 to help you avoid pain when the next one arrives.
As always, if you have any questions or have a topic you would like discussed on the show, or simply want a complimentary portfolio review, then reach out to any of us via email: firstname.lastname@example.org, email@example.com or firstname.lastname@example.org.