Mary Beth Franklin: To Fix Social Security, 'Everybody Is Going to Have to Be Unhappy'

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 8 July 2020

⏱️ 55 minutes

🔗️ Recording | iTunes | RSS

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Summary

The retirement columnist and Social Security guru discusses the pandemic's implications for retirement planning and how to ensure Social Security's solvency into the future.

Transcript

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0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York.
0:23.3	Purchase, New York.
0:26.5	Please stay tuned for important disclosure information at the conclusion of this episode.
0:33.0	Hi, and welcome to the Longview.
0:34.9	I'm Christine Ben's Director of Personal Finance for Morningstar, Inc.
0:38.5	And I'm Jeff Battack, Global Director of Manager Research for Morning Star Research Services.
0:43.1	Our guest on the podcast today is Social Security and Retirement Planning expert, Mary Beth Franklin.
0:48.8	Mary Beth is president of RetirePro and a contributing editor at Investment News.
0:53.7	She's a frequent public speaker, and she also
0:55.9	has her own podcast, Retirement Repair Shop. In addition to her deep knowledge about retirement
1:01.8	planning, Mary Beth is a virtual encyclopedia on the ins and outs of Social Security,
1:06.8	especially beneficial claiming strategies. Her most recent book is maximizing Social Security
1:12.4	retirement benefits, everything you need to know to get the most out of complicated new claiming
1:17.3	rules. Prior to joining investment news, Mary Beth was tax editor at Kiplinger Personal Finance
1:23.1	and a Capitol Hill reporter at United Press International. She has also earned the Certified Financial Planner designation.
1:30.8	Marybeth, welcome to the Longview.
1:32.9	Thank you, Christine.
1:34.1	It's always delightful to have a chance to talk to you about some of our favorite topics, money.
	...

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