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Tying Your Social Security Benefits Into Your Investment Portfolio- Episode 171

When you get to retirement, your portfolio – that is, your savings – will presumably provide you with the money you need.  The more guaranteed income you have from other sources (like Social Security and pensions), the less your portfolio will have to kick out to you.

This is a crucial part of the financial planning process.  The time when you begin taking those benefits, and how much they will provide, gives you an idea of what needs to happen with the rest of your money.

How does this all play out with the Bucket Strategy®? Learn all about it from podcast host Johnny Dean and “Professor” Rick Plum, CFP® on today’s episode of Managing Your Financial Future!

Important Information:

You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk including the loss of principal.

Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy will be profitable for a client's or prospective client's portfolio, thus, investments may result in a loss of principal.

Lucia Capital Group is not affiliated with or endorsed by the Social Security Administration or any government agency.

Social Security rules can be complex. For more information about Social Security benefits, visit the SSA website at www.ssa.gov, or call (800) 772-1213 to speak with an SSA representative.

Rick Plum is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name Lucia Capital Group, a separate entity from LPL Financial.

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