What’s Your #1 Retirement Mistake?
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Is your Social Security strategy costing you tens of thousands of dollars?
In this must-listen episode of Retirement Solutions The Podcast, Ryan Thacker welcomes Brian Ward, a top advisor at B.O.S.S. Retirement Solutions, to uncover the hidden costs and missed opportunities tied to poor Social Security strategies. With a background rooted in family and purpose, starting with helping his own father’s retirement planning firm, Brian brings a deeply personal approach to retirement planning.
Together, they explore why personalized financial advice matters more than ever in today’s shifting landscape. From overlooked spousal benefits to unexpected tax traps, they break down the real-life consequences of generic plans and the transformative power of a tailored retirement plan. Brian also shares powerful stories, including clients raising grandkids using Social Security benefits and the unique challenges facing railroad retirees after recent legislative changes.
Brian and Ryan discuss:
- (00:12:12) The complexities of Social Security strategies and their direct impact on long-term financial security
- (00:15:44) Real-life examples of families facing unique retirement challenges, like grandparents raising grandchildren and leveraging Social Security benefits
- (00:20:59) How recent legislative changes are affecting railroad retirees and their retirement plans
- (00:27:12) The importance of personalized retirement advice in adapting to regulatory changes and ensuring confidence in retirement
- And more!
Resources:
- The B.O.S.S. Retirement Blueprint Book
- The Social Security Handbook
- Economics Matters by Laurence Kotlikoff
Get your FREE B.O.S.S. Retirement Blueprint:
3 Ways to Respond:
- Text BLUEPRINT to (435) 500-0665
- Call: (800) 769-7550
- or Click Here
Connect with Ryan Thacker:
Connect with Brian Ward:
About Brian Ward:
With more than 16 years of experience in the financial services industry, Brian thoroughly enjoys helping his clients understand the advantages and disadvantages of every financial decision they make, as well as helping them create and execute financial plans. Before joining the family business, Brian owned a successful mortgage brokerage for 13 years.
Brian graduated from Utah Valley University with a bachelor’s degree in business administration. He is an Investment Advisor Representative and a licensed insurance agent.
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Our firm assists retirees and pre-retirees in the creation of retirement strategies utilizing investment and insurance products. We are fiduciary financial planners who create custom retirement plans to help maximize social security and minimize tax and risk. Advisory services are offered through B.O.S.S. Retirement Advisors, a Registered Investment Advisory firm. Insurance products and services are offered through B.O.S.S. Retirement Solutions. Marketing materials are provided by Infinity Marketing Services.
This content is provided for informational purposes only. It is provided by third parties and has been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. We are not affiliated with any government agency including the Social Security Administration.
