#026: Who To Talk To At Your Social Security Office
Big Picture Retirement®
Devin Carroll
4.7 • 546 Ratings
🗓️ 26 June 2017
⏱️ 27 minutes
🧾️ Download transcript
Summary
Social Security benefits are confusing - even for those who work at the SS Office.
Often, the person looking for advice is unsure of what information the SS Office needs - or how to communicate it to them.
Nancy tells her story of being denied for Social Security benefits - and how Devin Carroll was able to provide her the advice and documentation to fight for her benefits. The difference was $500 a month in Nancy's favor.
Contact Devin for help with your Social Security Benefits at http://www.bigpictureretirement.net/about/devin-carroll
Transcript
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| 0:00.0 | The Big Picture Retirement Show does not provide specific tax, legal, or financial advice. |
| 0:05.1 | Listeners are encouraged to seek out their own advisors in these areas. |
| 0:13.0 | Hello everyone and welcome to the Big Picture Retirement Show, where we deliver insight on what you need to know for a successful retirement. |
| 0:22.4 | If you are planning for or living in retirement, this is the show for you. I'm Devin, joined today by John Ross, my co-host. Hey, |
| 0:29.8 | John. Howdy. |
| 0:33.2 | John, you've dealt with a lot of federal agencies, right? I've way too many. So you deal with the Veterans Administration. You do, what's some of the others that... Well, you know, I mean, I started out as a tax attorney. That was my... Oh, oh. You know, and so I got to deal with our friends at the Internal Revenue Service. I realized relatively quickly that I did not want to do tax law in large part because of the |
| 0:55.2 | Internal Revenue Service. You had to deal with those people. Yeah. But yeah, you know, |
| 0:59.2 | on any given day, I'm dealing with state Medicaid agencies, you know, state health and human |
| 1:05.2 | services. Yep. I'm dealing with Medicare, dealing with Veterans Administration, dealing with any number of government |
| 1:12.3 | agencies, even ones that you wouldn't necessarily think of as they would relate to estate |
| 1:16.6 | planning and stuff. |
| 1:17.2 | But yeah, we deal with them all the time. |
| 1:19.2 | Yeah. |
| 1:19.9 | All the time. |
| 1:20.6 | One thing that you'll see with most of them that I've dealt with at least, and I think this |
| 1:24.8 | is probably your experience as well, is that you can't always just take what the folks are saying there as the end story, |
| 1:33.9 | as the truth, as the way it has to be. |
| 1:36.1 | Oh, man, I give speeches, and I often will say that the absolute worst place to get advice |
| 1:42.3 | related to a government benefit or government service is from the agency |
| 1:48.9 | that administers that service. And I always use the same example. I had a young lady and she |
| 1:54.8 | had come to me and her mother was had gotten a little bit older. Her mother had nothing. I mean, |
| 1:59.7 | just nothing. She was a renter. |
... |
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