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How to Retire with Confidence: Lessons from the Experts (Ep. 20)
Manage episode 486867719 series 3669773
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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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