Money & Stuff

How is Social Security Calculated?

March 29, 2023 Money & Stuff Episode 33
How is Social Security Calculated?
Money & Stuff
More Info
Money & Stuff
How is Social Security Calculated?
Mar 29, 2023 Episode 33
Money & Stuff

Sam Rodriguez CFP®  & Conor Shepard are talking about how Social Security is calculated and what you can do to improve your potential benefits. They discuss:

  • What is used to calculate an individual's Social Security benefits
  • What your A.I.M.E. is and what you can do to improve your expected benefits
  • Why it's important to know the impact of taking your benefits early

PIA Calculation video: https://youtu.be/bvdOeCRm6fo

Want to talk to an advisor about something you heard in this episode?
Reach out to us: www.foundationwealthpartners.com/contact

Interested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Conor an Email Today:

cshepard@foundationwealthpartners.com

Securities offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.

To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision

Show Notes

Sam Rodriguez CFP®  & Conor Shepard are talking about how Social Security is calculated and what you can do to improve your potential benefits. They discuss:

  • What is used to calculate an individual's Social Security benefits
  • What your A.I.M.E. is and what you can do to improve your expected benefits
  • Why it's important to know the impact of taking your benefits early

PIA Calculation video: https://youtu.be/bvdOeCRm6fo

Want to talk to an advisor about something you heard in this episode?
Reach out to us: www.foundationwealthpartners.com/contact

Interested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Conor an Email Today:

cshepard@foundationwealthpartners.com

Securities offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.

To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision