#248 - Reassuring Clients About Social Security – with Marcia Mantell

Reassuring Clients About Social Security – with Marcia Mantell

On this episode, Kathleen and Kevin speak with Social Security and retirement planning expert Marcia Mantell to talk about how clients’ anxiety about Social Security has changed over the last few months. Marcia reassures us that she is not worried about retirees not getting their checks but also explains why she’s keeping an eye on her father-in-law’s account to make sure he continues to receive his retirement benefit. 

We discuss how the process of applying for benefits is changing, why it’s so important to get your online Social Security account setup, when Marcia thinks Congress will finally take action to fix the program, and her suggestions and tips for keeping your sensitive financial information safe. 

https://mantellretirementconsulting.com/

https://www.linkedin.com/in/marciamantell/