Discovering Responsible Wealth

Social Security: The Choice of a Lifetime

September 09, 2024 Frank Congilose

On this podcast, C&A Financial Managing Partner and CEO Frank Congilose and guest speaker Tim O'Mara of Nationwide discuss the basics of social security. On this podcast, you will learn how to make the right choice when it comes to filing strategies and how to optimize your social security income; how to access the Social Security Assessment designed to help guide you to make an informed decision about your cash flow in retirement, and learn about survivor benefits. 

2023-163193 Exp 10/25


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