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Radical Personal Finance

367-Discussing Social Security Tactics, Strategy, and Background with Financial Planner Devin Carroll from Social Security Intelligence

Radical Personal Finance

Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP

Self-improvement, Business, Education, Investing

4.21.9K Ratings

🗓️ 16 August 2016

⏱️ 56 minutes

🧾️ Download transcript

Summary

Today we tackle Social Security with Devin Carroll from www.SocialSecurityIntelligence.com 

Devin is a financial planner who has taken a special interest in consulting on the topic of social security.

In this show we cover some general background and advice for those who are trying to figure out how to approach their social security strategy as well as some interesting background on the social security program. (If you listen closely, you might even find an argument or two contained herein!)

Enjoy!

Joshua

Transcript

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0:00.0

Welcome to Radical Personal Finance, the show dedicated to providing you with the knowledge, skills,

0:06.5

insight and encouragement you need to live a rich and meaningful life now while building a plan

0:12.4

for financial freedom in 10 years or less.

0:15.0

Today we tackle the topic of Social Security.

0:17.5

My guest is Devon Carroll from the website Social Security Intelligence.com.

0:22.3

Devon, we're going to start with how on earth did you get focused on this particular area of

0:28.4

financial planning?

0:29.4

Well, it's a good question, Joshwin.

0:32.3

First, thanks for having me.

0:34.0

I've become a big fan of the Radical Personal Finance Podcast

0:38.0

and have listened to a number of those episodes

0:41.0

while I'm out mowing my grass or doing something else like that.

0:44.1

But you know, I realized back in 2011 through a conversation with a friend that after at that point nearly a decade of being

0:58.6

a professional financial planner, I knew nothing about Social Security and that was not a good place to be but I suppose

1:07.0

I took some comfort in the fact that none of my peers knew some of these things either.

1:14.5

So, you know, I felt a little better,

1:16.8

but at the same time I realized that maybe along that 10-year period

1:20.3

I'd given some advice that wasn't the best it could be.

1:23.0

So I stopped what I was doing in my practice at that time.

1:28.0

Any marketing efforts I was doing, anything like that, and I slowed my entire practice down to a maintenance level and I

1:35.4

went back and I re-learned everything that I thought I already knew about Social

1:39.5

Security. So I took this material with me on a family vacation.

...

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Disclaimer: The podcast and artwork embedded on this page are from Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

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