Financial Wellness Planning
Financial Wellness Planning
  • Видео 129
  • Просмотров 130 925
Social Security Bridge Strategy: The EASIEST Way to get the Most Out of Your Social Security
Maximizing Social Security is a goal of many retirees. One of the easiest ways to get the most out of your Social Security benefit is to use the Bridge Strategy. In this video we go over what the Bridge Strategy is, and how you can use it to maximize your Social Security payments.
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Просмотров: 302

Видео

2025 Social Security Changes: Cost of Living Adjustment Announced!
Просмотров 16121 час назад
Social Security’s 2025 Cost of Living Adjustment announced! In this video we go over how the increase will affect your payment, and what you can do to prepare for 2025. DON'T forget to Like, Comment, and Subscribe to the channel. Thinking of starting your own RUclips channel, but overwhelmed with the thought of having to edit your content? Checkout Descript: get.descript.com/pghc6cwu2umf You ca...
Should You File for Social Security Early and Invest?
Просмотров 46914 дней назад
Should you file for Social Security early and invest it? It depends. In this video we discuss the pros and cons of filing at 62 versus 67, and how to make the most of your social security benefits through investing. DON'T forget to Like, Comment, and Subscribe to the channel. Thinking of starting your own RUclips channel, but overwhelmed with the thought of having to edit your content? Checkout...
How Do You Maximize Social Security Spousal Benefits?
Просмотров 32121 день назад
Maximizing Social Security Spousal Benefits adds an extra layer of complexity to any retirement plan. In this video we get into the specifics of spousal benefits and how you can get the most out of what you are due. DON'T forget to Like, Comment, and Subscribe to the channel. Thinking of starting your own RUclips channel, but overwhelmed with the thought of having to edit your content? Checkout...
5 Things You NEED to do BEFORE You Retire
Просмотров 872Месяц назад
Preparing for retirement can be quite stressful. Taking care of these five To-Dos before you call it quits is going to help reduce the amount of stress you feel about your decision to retire. DON'T forget to Like, Comment, and Subscribe to the channel. Looking for more from FwP? You can find more Finance-Related Resources on our website: www.fwplanning.com/blog/categories/resources Need Help wi...
Auto Insurance Explained - How Much Coverage Should You Have?
Просмотров 94Месяц назад
You may not think about it much while you are driving, but you are most exposed to a potential loss while you are in your vehicle. Understanding auto insurance and having the proper levels of coverage in your policy, is how you can ensure you have the protection you need. Important Parts: 00:00 - Intro 01:43 - What is Auto Insurance? 02:15 - State Minimum Coverage Amounts 03:43 - Bodily Injury ...
What Happens to Your Social Security Benefit if You Retire Early?
Просмотров 75 тыс.Месяц назад
If you plan to retire at age 55, you may be worried about how that decision will affect your Social Security. Sure, it is going to decrease the amount you receive, but you may be shocked at how small that reduction could be. In this video we get into the numbers of retiring at age 55, and how little it truly affects your Social Security Benefit. DON'T forget to Like, Comment, and Subscribe to t...
Top 10 Tax-Friendly States for Retirees in 2024
Просмотров 219Месяц назад
Retirement in certain areas of the country can cost you more than others. This is especially true when it comes to taxes. Understanding the tax consequences of where you plan to live during your retirement years is how you avoid any surprises. In this video we go over the top 10 most tax friendly states for retirees in 2024. Important Parts: 00:00 - Intro 00:53 - Number 10 - Texas 01:55 - Numbe...
What is Homeowners Insurance? | What You Need to Know!
Просмотров 53Месяц назад
Homeowners insurance is meant to protect the most expensive purchase you will ever make... your home. It is also meant to protect your belongings, as well as yourself from potential liability involving your property. Understanding how homeowners insurance works is how you can make informed decisions about your coverage. Important Parts: 00:00 - Intro 00:23 - Why You Need Homeowners Insurance 01...
Working While Receiving Social Security? 2024 Rules
Просмотров 101Месяц назад
Working While Receiving Social Security? 2024 Rules
How Health Insurance Works | Deductibles, Co-Insurance, Out-of-Pocket Maximums
Просмотров 35Месяц назад
How Health Insurance Works | Deductibles, Co-Insurance, Out-of-Pocket Maximums
Retirement Planning - When Can You Retire? 60 Years Old with NO Savings
Просмотров 77Месяц назад
Retirement Planning - When Can You Retire? 60 Years Old with NO Savings
How Much Life Insurance Do You Need? Whole Life vs. Term Life Insurance
Просмотров 482 месяца назад
How Much Life Insurance Do You Need? Whole Life vs. Term Life Insurance
Can You Retire with ONLY Social Security and a Pension? (The Answer is YES!)
Просмотров 3322 месяца назад
Can You Retire with ONLY Social Security and a Pension? (The Answer is YES!)
Understanding Debt and The Easiest Way to Pay Debt Off - The Snowball Method
Просмотров 332 месяца назад
Understanding Debt and The Easiest Way to Pay Debt Off - The Snowball Method
Retirement Planning - When Can You Retire? 50 Years Old with $1,500,000 Saved
Просмотров 1,1 тыс.2 месяца назад
Retirement Planning - When Can You Retire? 50 Years Old with $1,500,000 Saved
Understanding Your Credit Score and 3 Tips to Fix It
Просмотров 312 месяца назад
Understanding Your Credit Score and 3 Tips to Fix It
$70,000/year of Tax-Free Retirement Income? It IS Possible
Просмотров 3,3 тыс.2 месяца назад
$70,000/year of Tax-Free Retirement Income? It IS Possible
Calculating Income Taxes - How Much Will You Owe?
Просмотров 1502 месяца назад
Calculating Income Taxes - How Much Will You Owe?
The 3 Bucket System: The (Almost) Perfect Retirement Income Plan
Просмотров 6102 месяца назад
The 3 Bucket System: The (Almost) Perfect Retirement Income Plan
How to Budget Your Money - The 70/15/15 Method
Просмотров 1902 месяца назад
How to Budget Your Money - The 70/15/15 Method
The 2 Bucket System: The ONE Fund Retirement Plan
Просмотров 6943 месяца назад
The 2 Bucket System: The ONE Fund Retirement Plan
How I Manage my Money Living on Less Than $60,000/year | Ep. 4
Просмотров 2623 месяца назад
How I Manage my Money Living on Less Than $60,000/year | Ep. 4
Retirement Planning - When Can You Retire? | 55 Years Old with $1,000,000 Saved
Просмотров 8443 месяца назад
Retirement Planning - When Can You Retire? | 55 Years Old with $1,000,000 Saved
Optimal Order for Investing Money
Просмотров 1,2 тыс.3 месяца назад
Optimal Order for Investing Money
Retirement Planning - When Can You Retire? | 55 Years Old with $500,000 Saved
Просмотров 1,5 тыс.3 месяца назад
Retirement Planning - When Can You Retire? | 55 Years Old with $500,000 Saved
The Power of Compund Interest Explained - Why You Should Start Investing NOW!
Просмотров 663 месяца назад
The Power of Compund Interest Explained - Why You Should Start Investing NOW!
Retirement Planning - When Can You Retire? | 55 Years Old with $250,000 Saved
Просмотров 1,3 тыс.3 месяца назад
Retirement Planning - When Can You Retire? | 55 Years Old with $250,000 Saved
How Much Will a 25-Year-Old Need to Retire?
Просмотров 943 месяца назад
How Much Will a 25-Year-Old Need to Retire?
Retirement Planning - When Can You Retire? | 55 Years Old with $100,000 Saved
Просмотров 6773 месяца назад
Retirement Planning - When Can You Retire? | 55 Years Old with $100,000 Saved