
businessNov 6, 202325:28pending
The Best Of Refining Retirement Podcast - The Social Security System
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About this episode
Dana and Brad discuss strategies for deciding when to take Social Security Takeaways: - You can schedule a complimentary meeting with us today to input your Social Security into our Strategic Retirement Plan software to help build your retirement plan. - You have one year after you start Social Security to change your mind if you discover that it doesn’t fit your retirement plan. If you choose this you will have to pay it back, typically with interest. - Download our FREE helpful resource, “The Social Security Decisions” - Please add Disclosure(s): Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency.
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Each time The Best of Refining Retirement publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
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