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The Society for Financial Awareness is a 501(c)(3) non profit public benefit corporation. Our mission is to provide financial education across America, one community at a time. We are comprised of professionals, throughout the nation, with varying specialties. These professionals provide valuable services to their communities. One of the ways they do that is through informational workshops that are presented to individuals, companies, and organizations.
Brett Saso & Pat Charles have a conversation with Matt Repass who is the Director of Advanced Planning at Ocean City Retirement Educators in Maryland. They talk about what a fiduciary is and why these people are so important when planning for your retirement. If you are heading into or currently enjoying retirement, then you must listen to this podcast and learn how you can avoid and ride out this potential retirement perfect storm bearing down on us.
Matt explains the best time to take social security in retirement..
Advisory services through Retirement Wealth Advisors, LLC (RWA), an SEC Registered Investment Advisor. Ocean City Retirement Educators and RWA are not affiliated. 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 are 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.
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 Ocean City Retirement Educators and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
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