Optimizing Your Social Security With Dave Whitworth (Ep. 6)
Curious about how timing your Social Security could maximize your benefits?
Join Tyson and Ryan Thacker from B.O.S.S. Retirement Solutions as they welcome their long-time friend and Investment Advisor Representative, Dave Whitworth, to break down the complexities of Social Security. Together, they cover crucial topics such as how to decide the best time to claim Social Security, how it integrates into your overall retirement plan, and how to avoid common pitfalls.Â
Tyson, Ryan and Dave discuss:Â
- The timing issue of Social Security and how the B.O.S.S. Retirement Blueprint and help
- Considerations for spousal and dependent benefits
- Tax implications of Social Security benefits and how to manage them
- Real-life examples of how personalized strategies can optimize Social Security
- And more
Resources:
Get your FREE B.O.S.S. Retirement Blueprint:
3 Ways to Respond:
- Text BLUEPRINT to (435) 500-0665
- Call:Â (800) 769-7550
- or Click Here
Connect with Tyson Thacker:Â
Connect with Ryan Thacker:Â
Connect with Dave Whitworth:Â
About Guest
Dave Whitworth is a licensed insurance agent and currently serves as an Investment Advisor Representative at B.O.S.S. Retirement Solutions.
Podcast: Play in new window | Download | Embed
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.Â
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.
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.