Social Security Planning With Hamilton Morales
Retire Your Way with ILG Financial
Release Date: 10/30/2023
Truths and Myths about Social Security
Retire Your Way with ILG Financial
A few times a year we have the privilege of chatting with Social Security Expert Hamilton Morales about the latest and greatest Social Security topics that keep us all informed and up to date. On the latest episode of the Retire Your Way with ILG Financial Podcast, Chase and Hamilton discuss things you may or may not know in addition to a lively discussion about truths and myths about Social Security today.
info_outline
The Move That Adds Years to Your Retirement Nest Egg for Baby Boomers
Retire Your Way with ILG Financial
In 2024 alone, the Baby Boomer generation moved billions from retirement savings into tax-free accounts. The strategy that they used can make your nest egg last longer in retirement. On the latest episode of the Retire Your Way with ILG Financial Podcast, Dave Lopez discusses what we have seen happening, the strategies that people, Baby Boomers in particular, have been increasingly using, and what that can result in for your retirement and your nest egg.
info_outline
Medicare: What It Doesn't Cover and Why it Matters
Retire Your Way with ILG Financial
Are you on or about to be on Medicare? Have you considered the things that Medicare doesn't cover? What about services like routine eye exams, hearing aids, most dental care, long-term care, routine physical exams, and most vision, hearing, and dental needs? How will this impact your retirement planning? On the latest episode of the Retire Your Way with ILG Financial Podcast, Chase Lopez continues his dive into Medicare by discussing these exceptions and why it's so important to consider them when you are building or relying on your retirement plan. This is part two of a two-part episode.
info_outline
Medicare: Everything You Need to Know About the Basics
Retire Your Way with ILG Financial
People often think about things like long-term care and life insurance when they’re building out their retirement plan. However, most often forget to consider how healthcare and Medicare can impact their financial retirement plan as a whole. On the latest episode of the Retire Your Way with ILG Financial Podcast, Chase Lopez dives into the differences in “parts” of Medicare and what Medicare does NOT cover; along with why it is so important to consider these pieces when you are building or relying on your retirement plan. This is part one of a two part episode.
info_outline
Social Security Solvency: Thoughts from Expert Hamilton Morales
Retire Your Way with ILG Financial
A few times a year we have the privilege of chatting with Social Security Expert Hamilton Morales about the latest and greatest Social Security topics that keep us all informed and up to date. On the latest episode of the Retire Your Way with ILG Financial Podcast, Dave and Hamilton discuss things you may or may not know in addition to a lively discussion about the solvency of the program and what Congress needs to do to address it.
info_outline
Spending in Retirement: How to Save and Cut
Retire Your Way with ILG Financial
The average American burns 75 percent of their monthly spending on just four things. On the latest episode of the Retire Your Way with ILG Financial Podcast, Chase digs into the average spending for a retiree in America and how to make sure you are still able to save or even cut some expenses.
info_outline
Social Security Scenarios With Hamilton Morales
Retire Your Way with ILG Financial
On this episode of the Retire Your Way with ILG Financial Podcast, national Social Security Expert and Senior Vice President at Financial Independence Group Hamilton Morales joins Dave to discuss more about Social Security planning. More specifically, Dave and Hamilton take a deep dive into Social Security options for widows and surviving spouses. These options can be different based on if eligibility comes into play before or after the death of a spouse.
info_outline
Two Scams Targeting Seniors - Don’t Become a Victim
Retire Your Way with ILG Financial
Scammers targeting seniors and those in retirement pose a great risk to the protection of your assets. They know that money and plans are going back and forth, and they try to take advantage of that. On the latest episode of the Retire Your Way with ILG Financial Podcast, Dave talks about two prevalent scams that have been taking place among retirees lately.
info_outline
Making Sense of New FDIC Bank Deposit Rules for Trusts
Retire Your Way with ILG Financial
Some of the rules that protect bank deposits to trusts just changed. On the latest episode of the Retire Your Way with ILG Financial Podcast, Dave Lopez talks about these changes, what they mean, and how they could affect you.
info_outline
IRA Mistakes to Avoid: Part 2
Retire Your Way with ILG Financial
IRA accounts are beneficial but can be tricky. Simple contribution, conversion, and distribution mistakes can cost you thousands and thousands of dollars. On this episode of the Retire Your Way with ILG Financial Podcast, Chase Lopez continues his discussion of mistakes to avoid. This is part two of a two part series.
info_outlineOn the latest episode of the Retire Your Way with ILG Financial Podcast, Chase Lopez is joined by Senior Vice President at Financial Independence Group and Social Security Expert, Hamilton Morales. Chase and Hamilton tackle questions about survivor benefits, spousal benefits, how to make decisions about Social Security, whether you can turn your benefits on and off, and much more!