Take the RISA®
Take the RISA®

Category: Social Security

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Episode 202: OBBBA and You, Part 2: The Deductions That Could Change Your Tax Bill

The conversation explores key tax topics, including below-the-line deductions, charitable contributions, mortgage insurance deductions, gambling taxes, and the taxation of ...

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Episode 176: Strategic Retirement Planning: Q&A on Income, Taxes, and Investments

In this episode of Retire with Style, hosts Alex Murguia and Wade Pfau tackle a range of financial planning questions ...

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[Best of 2023 Repost] Ep 63: Should I Wait or Should I Go – A Look at Arguments For and Against Delaying Social Security Claiming

Well – looks like Alex and Wade have had a little more fun than expected on New Year’s, so let’s ...

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[Best of 2023 Repost] Ep. 65 The Ins, Outs, and everything in between of Social Security Claiming Strategies with Mary Beth Franklin

With the New Year coming up quick, we wanted to highlight some of our best episodes to round out 2023. ...
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Episode 66: Social Security and how the government is set up to help you. The ultimate insider’s perspective.

Wade and Alex invite Jason Fichtner, former Social Security Administration Chief Economist, to look behind the curtains to see the ...
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Episode 65: The Ins, Outs, and everything in between of Social Security Claiming Strategies with Mary Beth Franklin

In this episode, we welcome Mary Beth Franklin and discuss the various intricacies of social security claiming strategies. While there ...
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Episode 64: Social Security’s Future: Hint: It’s Not Going Away

A popular thought in the Zeitgeist is that it is important to claim Social Security as soon as possible because ...
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Episode 63 Should I Wait or Should I Go? A Look at Arguments For and Against Delaying Social Security Claiming

A topic of intense debate is about what's the best age to claim Social Security. Should people do it as ...
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Episode 62: The Six Steps for Effective Social Security Claiming

Households struggle with making right the Social Security claiming decisions. But the differences between good and bad decisions can add ...
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Episode 51: Should You Claim Your Social Security Benefits Early?

Social Security forms the foundation of most American's retirements. And deciding when to claim those benefits is hugely important. This ...
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