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#32 - The Essentials of Social Security: An Insider’s Insights to Help You Plan with Confidence

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Are you leaving money on the table with your Social Security benefits?

Join host Eric Blake as he engages with Nolan Russell, a former Social Security Administration employee and author of "The Essentials of Social Security: Insider Insights to Help You Plan with Confidence." Nolan shares his 25 years of experience, shedding light on the complexities of Social Security and offering practical advice to help you make informed decisions.

 Key Highlights

  • Understanding Social Security: Discover why Social Security is a crucial yet often undervalued source of retirement income that adjusts for inflation
  • Challenges in Information Accuracy: Learn about the difficulties in obtaining accurate information from the Social Security Administration and strategies to overcome them
  • Nolan’s Background: Gain insight into Nolan's extensive experience with the SSA and his motivation for writing his book to help people better understand their benefits
  • SSA Staffing Challenges: Understand the impact of staffing issues at the SSA on the availability and accuracy of information
  • Effective Preparation: Get tips on how to prepare for interactions with Social Security representatives by having a clear vision of your retirement goals and necessary information ready
  • Missed Entitlements: Learn about the common issue of missed entitlements and how to ensure you receive 
  • And much more!

Tune in for actionable advice on optimizing your Social Security benefits and navigating the complexities of retirement planning with confidence.


Episode Resources

➡ Website: My Social Security
Ep. 14 - Top 5 Things Every Woman Should Know About Social Security
Ep. 19 - Navigating Social Security and Retirement Planning for Caregivers
Ep. 24 - Understanding Spousal (and Ex-Spousal) Social Security Benefits
➡ LinkedIn: Nolan Russell
Book: The Essentials of Social Security 


           





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All investing involves risk including loss of principal. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.

Information here is provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither Blake Wealth Management nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of Blake Wealth Management. They do not necessarily represent those of RFG Advisory, their employees, or their clients.

This commentary should not be regarded as a description of advisory services provided by Blake Wealth Management or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.