On this episode of A Wiser Retirement Podcast, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU®, and Brad Lyons, CFP® talk about the highlights of social security, how it works, and how to maximize it in retirement. It is important to research your social security options in advance, so you are prepared for the future. It’s never too early to get started!

Download "Your Pre-Retirement Checklist": 
https://wiserinvestor.com/white-paper-download/

Schedule a consultation with one of our financial planners: https://wiserinvestor.com/contact-us

Connect: 
Website: https://wiserinvestor.com
Facebook: https://www.facebook.com/WiserWealthManagement  
LinkedIn: https://www.linkedin.com/company/wiserwealth 
Instagram: https://www.instagram.com/wiserinvestor
Twitter: https://twitter.com/WiserWealthMgt 
Podcast: https://podcasts.apple.com/us/podcast/a-wiser-retirement/id1518052439
YouTube: https://www.youtube.com/wiserwealth

How Do I Maximize Social Security Benefits?

On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® answer and explain some of the most common questions about Social Security. They also talk about current market performance, and why you should stay invested long term.

Download "Your Pre-Retirement Checklist": 
https://wiserinvestor.com/white-paper-download/

Schedule a consultation with one of our financial planners: https://wiserinvestor.com/contact-us

Connect: 
Website: https://wiserinvestor.com
Facebook: https://www.facebook.com/WiserWealthManagement  
LinkedIn: https://www.linkedin.com/company/wiserwealth 
Instagram: https://www.instagram.com/wiserinvestor
Twitter: https://twitter.com/WiserWealthMgt 
Podcast: https://podcasts.apple.com/us/podcast/a-wiser-retirement/id1518052439
YouTube: https://www.youtube.com/wiserwealth

Common Social Security Questions Answered

Are you considering retiring early but are unsure about your healthcare options? On this episode of A Wiser Retirement Podcast, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU®, and Brad Lyons, CFP® talk about different healthcare options in retirement. They also talk about ways to qualify for Medicare early, the Affordable Care Act, and why it’s important to consider different saving strategies.

Download "Your Pre-Retirement Checklist": 
https://wiserinvestor.com/white-paper-download/

Schedule a consultation with one of our financial planners: https://wiserinvestor.com/contact-us

Connect: 
Website: https://wiserinvestor.com
Facebook: https://www.facebook.com/WiserWealthManagement  
LinkedIn: https://www.linkedin.com/company/wiserwealth 
Instagram: https://www.instagram.com/wiserinvestor
Twitter: https://twitter.com/WiserWealthMgt 
Podcast: https://podcasts.apple.com/us/podcast/a-wiser-retirement/id1518052439
YouTube: https://www.youtube.com/wiserwealth

How Does Healthcare Work in Retirement?

On this episode of A Wiser Retirement Podcast, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU®, and Brad Lyons, CFP® talk about the differences between Medicare A, B, D, Medigap and Advantage. They also explain Medicare for employees, the process of switching from Advantage to Medigap, and offer advice on how often to review your plan.

Download "Your Pre-Retirement Checklist": 
https://wiserinvestor.com/white-paper-download/

Schedule a consultation with one of our financial planners: https://wiserinvestor.com/contact-us

Connect: 
Website: https://wiserinvestor.com
Facebook: https://www.facebook.com/WiserWealthManagement  
LinkedIn: https://www.linkedin.com/company/wiserwealth 
Instagram: https://www.instagram.com/wiserinvestor
Twitter: https://twitter.com/WiserWealthMgt 
Podcast: https://podcasts.apple.com/us/podcast/a-wiser-retirement/id1518052439
YouTube: https://www.youtube.com/wiserwealth

Differences between Medicare A, B, D, Medigap and Advantage

On this episode of A Wiser Retirement Podcast, Casey Smith and Matthews Barnett, CFP®, ChFC®, CLU® talk about the effects of retirement on both mental and physical health. Retirement is a great accomplishment, and is a huge life transition. However, many people aren't aware of the impacts that retirement can have on your mental health. It is important before you retire to think about how you will spend your time and stay busy during retirement.

Download "Your Pre-Retirement Checklist": 
https://wiserinvestor.com/white-paper-download/

Schedule a consultation with one of our financial planners: https://wiserinvestor.com/contact-us

Connect: 
Website: https://wiserinvestor.com
Facebook: https://www.facebook.com/WiserWealthManagement  
LinkedIn: https://www.linkedin.com/company/wiserwealth 
Instagram: https://www.instagram.com/wiserinvestor
Twitter: https://twitter.com/WiserWealthMgt 
Podcast: https://podcasts.apple.com/us/podcast/a-wiser-retirement/id1518052439
YouTube: https://www.youtube.com/wiserwealth

How Retirement Can Effect Mental and Physical Health

On this episode of A Wiser Retirement Podcast, Casey Smith introduces special guest, Tara Arnold, PhD, LCSW, CEDS-S, RYT-200, Clinical Co-Director of WholeHeart Psychotherapy. Dr. Arnold talks about how to find purpose in life after retirement. She also discusses marriage in retirement, signs of depression, mindfulness, and depression and anxiety management. It is important to build a psychological retirement portfolio so you can prioritize your mental health in retirement.

Download "Your Pre-Retirement Checklist": 
https://wiserinvestor.com/white-paper-download/

Schedule a consultation with one of our financial planners: https://wiserinvestor.com/contact-us

Connect: 
Website: https://wiserinvestor.com
Facebook: https://www.facebook.com/WiserWealthManagement  
LinkedIn: https://www.linkedin.com/company/wiserwealth 
Instagram: https://www.instagram.com/wiserinvestor
Twitter: https://twitter.com/WiserWealthMgt 
Podcast: https://podcasts.apple.com/us/podcast/a-wiser-retirement/id1518052439
YouTube: https://www.youtube.com/wiserwealth

Finding Purpose in Life After Retirement

Many people are afraid of making the wrong financial decisions and often have questions regarding retirement. On A Wiser Retirement Podcast, Casey Smith, Brad Lyons CFP® and Matthews Barnett CFP®, ChFC®, CLU® talk about financial topics such as retirement planning, tax planning, investment management, insurance, and estate planning. They believe the best financial advice should always be conflict free, and want to help investors make better decisions. New episodes every week!

Common Social Security Questions Answered

Wiser Wealth Management

Related tracks