In this episode of Game Changer Retirement Radio Jerry Linebaugh discusses the importance of social security in retirement and how to maximize its benefits. He explains the cost of living adjustment (COLA) and its correlation with inflation. Jerry also shares strategies for increasing retirement income, such as annuities and preferred dividend-paying stocks. He emphasizes the need for a comprehensive retirement plan and offers his expertise in areas like estate planning and tax optimization. The conversation concludes with a discussion on the social security clawback and how to minimize taxes in retirement. If you are approaching retirement age you don't want to miss this episode!

Disclaimer: Investment Advisory Services offered through Prostatis Group, LLC, dba Game Changer Wealth, a Registered Investment Adviser. The information contained in this electronic message and any attachments to this message are intended for the exclusive use of the addressee(s) and may contain confidential or privileged information. No representation is made concerning its accuracy or the completeness of the information contained in this electronic message. If you are not the intended recipient, you are hereby notified that any dissemination, distribution or copying of this e-mail and any attachment(s) is strictly prohibited. Please reply to the sender at Game Changer Wealth and destroy all copies of this message and any attachments from your system. Game Changer Wealth recommends that you do not send confidential information to us via electronic mail. Game Changer Wealth will not accept time-sensitive or action-oriented messages delivered to us via electronic mail, including authorization to "buy" or "sell" a security, or instructions to conduct any other financial transaction.

IRS CIRCULAR 230 DISCLOSURE To ensure compliance with requirements imposed by the IRS, we inform you that any US federal tax advice contained in this communication (including any attachments) is not intended or written to be used and cannot be used for the purpose of (a) avoiding penalties under the Internal Revenue Code or (b) promoting, marketing, or recommending to another party any transaction or matter addressed herein.

Drew Grunwald and Jerry Linebaugh discuss how retirees can plan for vacations and enjoy their retirement without worrying about running out of cash. They explore the difference between investments for growth and investments for income. They also discuss the benefits and risks of annuities as a source of guaranteed income. The conversation emphasizes the importance of diversifying income-producing assets and finding the right balance between preferred dividend paying stocks and annuities.

Disclaimer:

Tax services offered through Game Changer Tax. Insurance offered through licensed professionals at Game Changer Wealth.
Investment Advisory services offered through Prostatis Group, LLC, dba Game Changer Wealth a Registered Investment Advisor.
Investment services are provided only in a jurisdiction after satisfying its licensing and qualification requirements, or after being excluded or exempted. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
At certain places on our website we offer direct access or ‘links’ to other internet websites. These sites contain information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of Prostatis Group. Prostatis Group does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness, or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional. Prostatis Group does not necessarily endorse or recommend any commercial product or service described at these websites.
This information is designed to provide general information on the subjects covered; it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Prostatis Group, LLC and its affiliates are not affiliated with the Social Security Administration or any other government agency.