June 13, 2026 - Social Security Caps and Smarter Annual Reviews

In this week’s episode, Brice and Garrett cover two timely retirement planning topics. First, they discuss a proposal in Congress that would cap Social Security benefits at $50,000 for individuals and $100,000 for couples. What could a change like this mean for retirees, near-retirees, and those still building their retirement income plan? Then, they shift to annual financial reviews. What should investors expect from a meaningful annual review with their advisor? Brice and Garrett break down the difference between a productive review that helps keep your retirement plan on track and a surface-level meeting that may leave important questions unanswered. From Social Security strategy to portfolio oversight, this episode highlights why proactive planning matters at every stage of retirement. #retirement #clemmonsnc #greensboronc #winstonsalemnc #charlottenc #triadnc #socialsecurity