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
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.