Dec 17, 2019

Lester and Robyn have good Social Security benefits, Pension benefits and 2 million dollars saved for retirement, but they are still scared to retire! This episode uncovers the reason why this couple is still nervous to make the jump into retirement, despite their good financial position, and explores the options to...

Dec 3, 2019

There are lots of reasons why people get divorced, but have you ever heard of someone getting divorced to get a better social security benefit? Capita Advisor, Jayson McGinnis, shares the story of a client who is considering just that. Sounds crazy? If someone offered you $640,000 to get divorced and remarried, you...

Nov 19, 2019

Are you a government worker or married to one? Three Capita Social Security planners unravel the complicated knot of government social security penalties, such as the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO). These penalties mostly apply to those who work in uncovered jobs (not paying...

Nov 5, 2019

Jeff & Brenda are faced with a life-changing Social Security decision.  They could spend $133K of their $200K retirement savings within the first 4 years of retirement in order to get $15K more per year for the rest of their life from Social Security. What would you do?  You’ve spent your whole life paying into your...

Oct 22, 2019

In this episode, Zacc sits down with a group of young men ranging from 11-13 years old. They’re asked a series of questions about their finances and what they do to earn money. What do kids think is the typical average income? How much should kids be earning for jobs at this age? Should they get an allowance? How...