Social Security Resilience Planning

from Capitalize Your Fridays! Hosted by ALTIUS Financial Inc's Michael Williams CFP® & Taylor McGowen CFP®

Prompted by recent headlines about Social Security's funding challenges, Mike Williams and Taylor Dennis discuss what retirees and future retirees should know about projected benefit shortfalls, retirement income risks, and future policy changes. They explain why Social Security is not going bankrupt but it could have future impacts and why claiming early out of fear may be a mistake. They also discuss how ALTIUS Financial's Social Security Resilience Planning can help stress-test retirement income, build tax flexibility, strengthen portfolio resilience, and reduce dependence on uncertainbenefit assumptions.

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Social Security Resilience Planning

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This episode is 29 minutes long.

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This episode was published on July 31, 2026.

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