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.
Early Retirement & Social Security: Is Your Statement Estimate Accurate?
Many HNW retirees planning to stop work before age 60 can unexpectedly rely on Social Security statements that have misleading benefit amounts. This episode reveals why your benefit statement may estimate incorrectly by assuming continued earnings and how to use the online estimator tools to confirm your real future benefit before hitting submitting your retirement papers.