EPISODE · Jun 11, 2026 · 10 MIN
Social Security Insolvency
Annex Wealth Management President/CEO Dave Spano talks about how because Social Security touches the lives of over 68 million Americans, Congress is heavily pressured to strike a bipartisan deal before the reserve funds are exhausted. If Social Security is baked into your retirement plan, is it wise to start building an alternative plan? Does he believe Social Security will ever truly dry up? Also, how does he reconcile markets trading at all-time highs with the latest inflation numbers indicating consumers are feeling the pinch?
What this episode covers
Annex Wealth Management President/CEO Dave Spano talks about how because Social Security touches the lives of over 68 million Americans, Congress is heavily pressured to strike a bipartisan deal before the reserve funds are exhausted. If Social Security is baked into your retirement plan, is it wise to start building an alternative plan? Does he believe Social Security will ever truly dry up? Also, how does he reconcile markets trading at all-time highs with the latest inflation numbers indicating consumers are feeling the pinch?
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Social Security Insolvency
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