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Social Security Essentials: What You Need to Know Heading Into 2025

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Manage episode 445594228 series 3551573
Content provided by Matt Paul & Steve Paul, Matt Paul, and Steve Paul. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matt Paul & Steve Paul, Matt Paul, and Steve Paul or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Few things get as much attention inn retirement planning as Social Security because of its importance and its uncertain future. Today we’re going to tackle some of the essential planning conversations you need to have about Social Security and clear up the questions people are asking as we head into a new year.

Here’s what we discuss in this episode:

0:00 – Intro

1:21 – 2025 COLA increase

2:49 – When to file

6:55 – No taxes on SS?

10:43 – Solvency

15:33 – When do you file?
Learn more about us: https://www.rwpaul.com/our-firm

Contact Matt & Steve: https://www.rwpaul.com/contact

Phone: 248-305-9911

Find us on YouTube: https://bit.ly/481OA51

  continue reading

24 episodes

Artwork
iconShare
 
Manage episode 445594228 series 3551573
Content provided by Matt Paul & Steve Paul, Matt Paul, and Steve Paul. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matt Paul & Steve Paul, Matt Paul, and Steve Paul or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Few things get as much attention inn retirement planning as Social Security because of its importance and its uncertain future. Today we’re going to tackle some of the essential planning conversations you need to have about Social Security and clear up the questions people are asking as we head into a new year.

Here’s what we discuss in this episode:

0:00 – Intro

1:21 – 2025 COLA increase

2:49 – When to file

6:55 – No taxes on SS?

10:43 – Solvency

15:33 – When do you file?
Learn more about us: https://www.rwpaul.com/our-firm

Contact Matt & Steve: https://www.rwpaul.com/contact

Phone: 248-305-9911

Find us on YouTube: https://bit.ly/481OA51

  continue reading

24 episodes

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