The Best Of Refining Retirement Podcast - Implementing Retirement Vehicles

Dana and Brad discuss the ways in which Social Security is subject to tax as well as the intricacies of life insurance. Takeaways: - Although they are guaranteed sources of income, pensions and Social Security aren’t worth as much as they used to be. - The average Social Security check is $1,400.00, while average monthly expenses are $4,000.00. - The Employee Benefit Research Institute surveyed and found that people who feel comfortable and confident about their retirement all did/have the same four things. Listen to find out! - Download our FREE helpful resource, “Will Your Money Last as Long as You Do?” - Please add Disclosure(s): Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency.