This week, Mark Bacak joins Gene as his special guest for the start of the Radio Retirement Series. Mark is not only MtM’s personal Social Security expert but also a Medicare guru. Learn lots about using these tools for a confident retirement.
Gene answers tons of listener questions:
- When should you begin to take your social security?
- How do you apply to receive your benefits?
- Are spouses entitled to extra benefits?
- Do survivor benefits offer any advantages?
- What is the strategy for maximizing social security benefits?
- Buckets more questions
Two New Free Services
- Have your current life insurance policies analyzed to see if they fit you or could you do better
- Have your current annuities analyzed to see if they fit you or could you do better
Added to These Free Services
- Social Security and Medicare Review with our SS/Med expert Mr. Mark Bacak
- Long Term Care Review with our partner Mr. Mike Pompei
- Reverse Mortgage Review with our partner Tiffany Shutta
- Estate Planning Document Review with an attorney in our office
Free Second Opinion Meetings
- Do you have questions about your financial situation?
- Are you on track to reach your financial goals – particularly your retirement goals?
- What should you be doing right now?
Schedule a free second opinion meeting with a More than Money advisor?
Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule your time with us.