Your Financial Life

Social Security Optimization

by Samantha Kolb, Samantha Guthrie, CFP®, RSSA®, AIF®, CWS®

4 minute read time

Wealth Education Coordinator Samantha Kolb** sits down with Johnson Financial Group Financial Advisor Samantha Guthrie* in the latest installment of the Retirement Readiness Educational Series to discuss Social Security Optimization.

This topic is geared toward individuals approaching retirement age and covers the history of Social Security, how benefits are calculated, strategies for determining the right time to file, spousal and survivor benefits, and a brief overview of Medicare — giving viewers a well-rounded foundation for making informed decisions about one of retirement's most important income sources.

Podcast-style interview setup with two people seated across a table, speaking into microphones with notes in front of them, discussing Social Security and retirement planning topics in a modern studio setting.

Learn the basics of social security

With Samantha Guthrie, CFP®, RSSA®, AIF®, CWS®

Click below to download the slides from today's webinar. If you'd like to discuss your financial plan or have any questions, don't hesitate to contact your advisor. Want to hear your question covered in a future webinar? Submit it through the quick form below.

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*Samantha Guthrie offers securities and advisory services through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Johnson Financial Group and Johnson Financial Group Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Johnson Financial Group Financial Advisors, and may also be employees of Johnson Financial Group. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Johnson Financial Group and Johnson Financial Group Financial Advisors. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

**Samantha Kolb and Johnson Financial Group are not affiliated with LPL Financial or Johnson Financial Group Financial Advisors.

The opinions voiced in this webinar are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Additional Resources

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ABOUT THE AUTHORS

Samantha Kolb

Samantha Kolb

Wealth Education Coordinator, Retirement Plan Services | Johnson Financial Group

As an education coordinator, Samantha is fortunate enough to help people reach their retirement goals and assist them in gaining a better understanding of various financial topics. She works with relationship managers and plan sponsors to develop a holistic approach to financial education and wellness for all participants. Samantha enjoys being a resource to guide others on the road to a fulfilling financial future.

Samantha Guthrie, CFP®, RSSA®, AIF®, CWS®

Samantha Guthrie, CFP®, RSSA®, AIF®, CWS®

Financial Advisor VP, Johnson Financial Group Financial Advisor | Johnson Financial Group

As Vice President, Financial Advisor, Samantha is committed to using a holistic approach to financial advising. She partners with her fellow associates to ensure her clients receive personalized advice in all areas of their financial picture.

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