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Retirement Planning Education, with Andy Panko

#064 - 7 Social Security myths, with Devin Carroll (Part 1 of 2)

Retirement Planning Education, with Andy Panko

Andy Panko

Roth Conversion, Roth Ira, Education, Social Security, Ira, Taxes, Retirement Planning, Annuities, Pension, Financial Planning, Investing, 401k, Tax Planning

4.91.1K Ratings

🗓️ 2 March 2023

⏱️ 40 minutes

🧾️ Download transcript

Summary

Part 1 of 2 of my discussion with Social Security expert, Devin Carroll, where he debunks 7 common Social Security myths (original recording was from December 2020) Links in this episode: Devin's YouTube channel - https://www.youtube.com/@DevinCarrollDevin's blog - https://www.socialsecurityintelligence.com/Devin's Facebook group - https://www.facebook.com/groups/428684237572614Devin's book - The Hero's PenaltyDevin's book - Social Security Basics Facebook group - Retirement Planning ...

Transcript

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0:00.0

Let's talk about seven social security myths with my buddy, Devin Carroll, and this is the 64th episode of the retirement planning education podcast.

0:10.8

Welcome to the retirement planning education podcast, where you can learn all about IRAs and Roth IRAs, employer retirement plans, taxes, social security, Medicare, portfolio withdrawal strategies,

0:22.6

annuities, estate planning, and much more. And now here's your host, Andy Panko.

0:28.1

Hello, welcome back, everybody. Thank you, as always, for listening. It is the 64th episode of the

0:34.3

retirement planning education podcast. Today is the first of a two-part series where I will

0:39.2

be replaying audio from a chat I had with my friend Devin Carroll, where he talked about

0:45.4

seven Social Security myths. Specifically, Devin joined me in one of the weekly live videos I

0:52.5

used to do back in the Facebook group,

0:54.7

formerly known as taxes and retirement,

0:57.0

now known as retirement planning education,

0:59.1

same name as this podcast,

1:00.6

where I was doing weekly videos every Wednesday night at 8 p.m.

1:03.4

Eastern.

1:04.4

I send stop,

1:05.2

but there was a lot of really great content in those videos,

1:09.7

especially when I had special guests on, one of which

1:12.1

was Devin. So Devin is a retirement-focused advisor based out of Texas. He is a Social Security

1:19.0

expert. He's an author. He's written two books. One is called the, I believe it's called the

1:23.4

Heroes Penalty, Heroes Penalty, which is how Social Security interacts with teachers and their pensions.

1:28.3

Another one is Social Security Basics.

1:31.0

Devin also has an absolute monster of a YouTube channel.

1:34.5

I don't even know what it is, over 300,000 people at this point, I think, all about Social Security.

...

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