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Retirement Planning Education, with Andy Panko

#065 - 7 Social Security myths, with Devin Carroll (Part 2 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

🗓️ 9 March 2023

⏱️ 36 minutes

🧾️ Download transcript

Summary

Part 2 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 finish off our conversation about seven Social Security myths with special guest

0:04.3

Devin Carroll in this, the 65th episode of the Retirement Planning Education Podcast.

0:12.4

Welcome to the Retirement Planning Education Podcast, where you can learn all about IRAs and Roth IRAs,

0:18.5

employer retirement plans, taxes, social security, Medicare,

0:22.6

portfolio withdrawal strategies, annuities, estate planning, and much more. And now here's your

0:28.0

host, Andy Panko. Welcome back, everybody. Thanks for joining. As always, a 65th episode,

0:34.7

retirement planning education. I'm excited. Are you? Yeah, let's bring it.

0:38.2

So today is part two, two of two of a previously recorded chat I had with my friend and,

0:45.0

uh, call him a colleague and social security expert, Devin Carroll.

0:49.1

Devin and I, uh, had a live video, my Facebook group, the what was formerly called taxes and retirement,

0:55.1

which is now called Retirement Planning Education, Facebook group.

0:58.4

They used to do live videos every Wednesday night.

1:00.5

Devin joined me one night back in late 2020.

1:04.3

We talked about seven Social Security myths, seven things.

1:08.3

Devin hears a lot, sees a lot.

1:10.3

He wanted to sort of put to rest the misinformation

1:13.3

floating around about these seven particular ill-informed aspects of social security or misunderstood

1:20.1

aspects of social security. So without blabbering on too much and wasting too much time, I'll get

1:25.9

right to it. Just to recap, Devin is an advisor based out of Texas, retirement focus advisor. He is a social security guru. He's got a

1:32.7

blog. He's written a couple books. He's got a monster of a YouTube channel. He's got a Facebook

1:36.9

group. And he's a living, breathing, you know, advisor day to day. So at the end of the episode, I'll shout them out again, but you can find links to all of this stuff in the notes to this episode.

1:48.0

Without further, I do.

...

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