Episodes
If you have a specific subject on your mind, you can use our complete episode index, organized by topic, to find the conversation you're looking for.
A High-Net-Worth Retiree's Walkthrough of the New 3.6% Social Security Increase for 2027
A walkthrough of the official 2027 Social Security fact sheet for retirees with $2M to $8M. Garrett Crawford, CFP® and Adam Reed break down the 3.6% COLA, explain why the maximum benefit only rose by $36, analyze the $192,300 wage base jump, and discuss how higher baseline income impacts fall tax projections.