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Get Guidance on social security strategy

Автор: Networth Advisors, LLC

Загружено: 2026-01-29

Просмотров: 1

Описание: In this video, Beth Andrews, founder of Networth Advisors, discusses the importance of getting guidance before claiming Social Security benefits. She explains that coordinating benefits with your spouse and other income sources is key, and that Social Security can serve as a survivorship strategy while being taxed differently than other income.

Beth encourages viewers to schedule a free retirement checkup to review Social Security as part of a comprehensive retirement plan. This personalized analysis can help ensure you make informed decisions to maximize your retirement income.

To get started, call or text "CHECKUP" to 800-646-4806 or go to networthadvisorsllc.com to schedule your free retirement checkup with the Networth Advisors team.

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Timestamp Overview:
0:05 Introduction: Social Security and retirement
0:25 Importance of coordinating Social Security benefits with spouse and income sources
0:39 Social Security taxation compared to other income
0:57 Social Security as a survivorship strategy
1:10 Offering a free Social Security and retirement checkup
1:47 How to schedule the retirement checkup and closing remarks

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Disclosure: Networth Advisors, LLC is an SEC registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Networth Advisors, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. “Likes” or comments are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Therefore, we do not allow commenting on our public posts. As an SEC registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial or endorsement which is related to our investment advisory services. Social media recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements or commenting. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability, or completeness. Networth Advisors, LLC does not endorse, authorize, or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information on this website, or for the collection or use of information regarding the web site’s users and/or members. Insurance products and services are offered and sold through individually licensed and appointed insurance agents. Our advisors will uphold fiduciary standards when offering the sale of insurance products to clients.

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Get Guidance on social security strategy

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