Market Volatility’s Impact on Social Security

In this episode of The Own Your Retirement Show, Josh Bretl discusses recent market volatility and it’s potential impact on social security, as well as the emotional and financial complexities involved in transitioning to a new financial advisor, especially during the retirement phase.

He highlights the use of a well-crafted “current advisor letter” to facilitate the transition, along with the necessity of seeking second opinions to ensure the chosen financial path remains optimal.

Additionally, the episode delves into analogies and personal stories pertaining to changing seasons as a metaphor for retirement.

The hosts discuss how the arrival of spring, despite initial cold spells, mirrors the excitement and subsequent challenges faced in retirement.

They also touch upon the significance of planning for social security and other retirement-related financial decisions.