Preview Mode Links will not work in preview mode
  1. All Episodes
  2. Guided Path 2-4 Divorce, Remarriage and Death with Jayson McGinnis

Guided Path 2-4 Divorce, Remarriage and Death with Jayson McGinnis

Oct 3, 2022

Benefits can be complex to understand, especially when remarriage or spouse deaths are involved.

 

And by not understanding them in detail, we may miss what we are entitled to get.

 

In this episode, Zacc Call and Laura Hadley chat with Jayson McGinnis, a wealth advisor at Capita Financial Network, to give details regarding divorce, remarriage, and survivor benefits. Additionally, they explain the strategy in which a couple can get divorced to improve their Social Security benefits and then get married again.

 

Zacc, Laura, and Jayson discuss:

 

  • The benefits you are entitled to get from the person you marry or divorce, and how to maximize them
  • How ex-spouses aren't notified when they apply for divorce spousal benefits
  • How a higher income could cancel the continuity of survivor benefits
  • The importance of keeping track if your ex-spouse is still alive
  • The time a client had to remarry her current husband to get the benefits of her previous marriage when the husband passed away
  • And more

 

Connect With Capita Financial Network:

 

 

Connect with Jayson McGinnis:

 

 

About Our Guest:

 

Jayson McGinnis is a Wealth Advisor at Capita Financial Network and a Certified Financial Planner™ professional. He was born and raised in Washington state and moved to Utah after serving a Russian speaking church mission in Sacramento, CA. Jayson obtained his commercial pilot’s license while attending Utah Valley University and earned a Bachelor’s degree in Aviation Science. He made a career pathway change in 2006 from professional pilot to finance. Jayson began his career in financial services in 2007 at Fidelity Investments. He joined Capita in 2019. His ability to simplify complex financial planning strategies has allowed him to educate and connect with clients. Jayson is sincere and warm and enjoys the process of learning the unique needs, goals, and concerns each client has. His mission is to provide a premier planning experience for his clients while creating and managing their plan, helping them avoid pitfalls, and being on deck and available to them anytime a need arises.