Your Optimal Personal Economy PODCAST

Episode 74: Case Study: Should I Add My Spouse to Payroll for the Social Security Benefit?

August 12, 2020

If you were interested in a planning strategy that involved a specialized topic, like Social Security, what lengths would your financial professional go to in order to help you make an optimal decision?

In this episode, Justin Bennett walks you through a planning case study. You will explore the case of a longtime, high-performing client and how Justin approached his question.

In this episode, you’ll learn:

  • What Justin considered when helping his client arrive at a decision
  • Justin’s philosophy on using outside professionals for expertise in specialized topics
  • And more!

Listen now to hear a case study that demonstrates what steps Bennett Financial takes to help his clients. 

Resources:    Bennett Financial Group | Bennett Financial Group Facebook Page | Justin Bennett on LinkedIn 

2020-104984 Exp 07/22

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