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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