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Retirement Made Simple
Kevin Lum, CFP®
22 episodes
2 days ago
RETIREMENT MADE SIMPLE is a retirement podcast about planning for retirement without worry, but it’s about more than simply the tools to retire. It’s about taking control of your financial future so you can live your retirement on purpose. We are going to reveal the secrets of financial world and answer your questions about your 401k, life insurance and all the other confusing money things. Our goal is to help you have more clarity and confidence about your money — so you can enjoy your retirement without worry.
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Investing
Business
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All content for Retirement Made Simple is the property of Kevin Lum, CFP® and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
RETIREMENT MADE SIMPLE is a retirement podcast about planning for retirement without worry, but it’s about more than simply the tools to retire. It’s about taking control of your financial future so you can live your retirement on purpose. We are going to reveal the secrets of financial world and answer your questions about your 401k, life insurance and all the other confusing money things. Our goal is to help you have more clarity and confidence about your money — so you can enjoy your retirement without worry.
Show more...
Investing
Business
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Social Security Benefits While Working (Updated for 2023)
Retirement Made Simple
10 minutes 14 seconds
2 years ago
Social Security Benefits While Working (Updated for 2023)

In this episode, we explore the complexities of earning an income and receiving social security benefits. Key points covered in this episode: -Case Study: A real-life scenario where a prospect's social security payments were abruptly stopped, leading to confusion and concern. -Understanding Social Security: An in-depth look at the intricacies of claiming social security benefits while working a part-time or full-time job. -Earnings Thresholds: Discussion on the various income thresholds and the penalties that apply when you exceed them. -Q&A Segment: Answers to commonly asked questions about retirement planning, including the impact of a working spouse on your social security benefits, and whether or not you need to report your income to the Social Security Administration. *Free Retirement Assessment* // https://foundryfinancial.org/get-started *Private Facebook Group* // http://facebook.com/groups/retirementforum

Retirement Made Simple
RETIREMENT MADE SIMPLE is a retirement podcast about planning for retirement without worry, but it’s about more than simply the tools to retire. It’s about taking control of your financial future so you can live your retirement on purpose. We are going to reveal the secrets of financial world and answer your questions about your 401k, life insurance and all the other confusing money things. Our goal is to help you have more clarity and confidence about your money — so you can enjoy your retirement without worry.