Are you prepared to navigate the complexities of Social Security as you approach retirement? Join Ken Ouellette, Certified Portfolio Manager, and founder of Orca Wealth Management, as he dives into the ins and outs of one of the most critical income sources for retirees.
In this episode, Ken and his guest explore:
- The surprising rules around Social Security benefits, including earning thresholds and tax implications.
- How the Cost of Living Adjustment (COLA) works and what it means for your monthly check.
- The impact of delaying benefits versus taking them early—and how to make the right decision based on your unique situation.
- Tools and strategies for predicting longevity and planning around it.
With decades of experience, Ken provides actionable advice to help you plan for the financial road ahead, ensuring your retirement is as secure and fulfilling as possible. Tune in to learn how to make the most of every dollar in your golden years!
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
My Favorite Murder with Karen Kilgariff and Georgia Hardstark
My Favorite Murder is a true crime comedy podcast hosted by Karen Kilgariff and Georgia Hardstark. Each week, Karen and Georgia share compelling true crimes and hometown stories from friends and listeners. Since MFM launched in January of 2016, Karen and Georgia have shared their lifelong interest in true crime and have covered stories of infamous serial killers like the Night Stalker, mysterious cold cases, captivating cults, incredible survivor stories and important events from history like the Tulsa race massacre of 1921. My Favorite Murder is part of the Exactly Right podcast network that provides a platform for bold, creative voices to bring to life provocative, entertaining and relatable stories for audiences everywhere. The Exactly Right roster of podcasts covers a variety of topics including historic true crime, comedic interviews and news, science, pop culture and more. Podcasts on the network include Buried Bones with Kate Winkler Dawson and Paul Holes, That's Messed Up: An SVU Podcast, This Podcast Will Kill You, Bananas and more.
The Joe Rogan Experience
The official podcast of comedian Joe Rogan.