January 16, 2020 – Radio Retirement Series Starts Today! – Social Security Expert, Mark Bacak, Gives Great Info – Bucket O’ Listener Questions


Manage episode 282725961 series 1094528
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This week, Mark Bacak joins Gene as his special guest for the start of the Radio Retirement Series. Mark is not only MtM’s personal Social Security expert but also a Medicare guru. Learn lots about using these tools for a confident retirement.

Gene answers tons of listener questions:

  • When should you begin to take your social security?
  • How do you apply to receive your benefits?
  • Are spouses entitled to extra benefits?
  • Do survivor benefits offer any advantages?
  • What is the strategy for maximizing social security benefits?
  • Buckets more questions

Two New Free Services

  • Have your current life insurance policies analyzed to see if they fit you or could you do better
  • Have your current annuities analyzed to see if they fit you or could you do better

Added to These Free Services

  • Social Security and Medicare Review with our SS/Med expert Mr. Mark Bacak
  • Long Term Care Review with our partner Mr. Mike Pompei
  • Reverse Mortgage Review with our partner Tiffany Shutta
  • Estate Planning Document Review with an attorney in our office

Free Second Opinion Meetings

  • Do you have questions about your financial situation?
  • Are you on track to reach your financial goals – particularly your retirement goals?
  • What should you be doing right now?

Schedule a free second opinion meeting with a More than Money advisor?

Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule your time with us.