Optimizing Social Security — and Life Beyond It
About this episode
Russ Gaiser and Mike Hoeflich discuss strategies for optimizing Social Security and retirement planning.
Russ Gaiser and Mike Hoeflich help couples transform Social Security from a risky guess into a strategic asset. They co-authored the #1 bestseller Beyond Break Even: The Essential Guide to Social Security Optimization and lead Retirement Income HQ of America, where they build math-backed income plans that coordinate benefits, taxes, and portfolios. Together, they teach national workshops and consult one-to-one, focusing on survivor protection, tax efficiency, and sequencing risk in retirement. Russ brings an MBA, the CFP® mark, and CSSCS expertise. Mike holds an MBA, the CSSCS and CLTC credentials, and has educated thousands through workshops and radio. Their approach is simple and rigorous: lower the lifetime cost of retirement, safeguard the widow or widower, and turn anxiety into clarity. https://www.seniorcareauthority.com/resources/boomers-today/
People in this episode
Guests: Russ Gaiser, Mike Hoeflich
Topics covered
- Social Security
- retirement planning
- financial strategy
- tax efficiency
- survivor protection
Keywords
- Social Security optimization
- retirement income
- financial planning
- tax efficiency
- workshops
Mentioned in this episode
Organizations: Retirement Income HQ of America, Senior Care Authority
Books & works: Beyond Break Even: The Essential Guide to Social Security Optimization
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