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The Unintended Consequence of Social Security – Season 1: Episode 1

Social Security has provisions for a survivor benefit, which allows a surviving spouse to continue receiving their deceased spouse’s Social Security benefits.  It was put in place in 1940 to ensure that widows would not suffer a cut in benefits.  Ironically, in today’s world, those same survivor benefit rules may cause just that – a actual cut in pay to the survivor.  How is that possible?

Find out.  Join show hosts Rick “The Professor” Plum, CFP®, and Johnny Dean, along with Ray Lucia Jr. and Joe Lucia, for the inaugural episode of Managing Your Financial Future.

The investment professionals are registered representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. Lucia Securities, LLC was acquired by LPL Financial August 2020. The investment professionals of Lucia Securities, LLC are now affiliated with LPL Financial and are conducting business using the name Lucia Capital.

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