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Building A Social Security Bridge

Recording Retirement Optimization

This recorded presentation discusses options for turning retirement savings into retirement income. We compare these options to a Social Security bridge – using savings first to suspend Social Security to a more advanced age and higher benefit.

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Video intro image graphic about Retiree Profiles: Lifestyles In Retirement. Video presented by Greg Klein of Hays Financial Group
Financial Wellness Recording

Retiree Profiles: Lifestyles In Retirement

In this video, we discuss the profiles of current retirees from an EBRI survey conducted on 2,000 retired households. We analyze the lifestyles of these five retiree groups. Then, develop lessons we can learn from them to better prepare for retirement ourselves.

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