Hi Reader,

Are you leaving money on the table with your Social Security benefits?

Nolan Russell, a former employee of the Social Security Administration with 25 years of experience, is the author of "The Essentials of Social Security: Insider Insights to Help You Plan with Confidence." His extensive knowledge and insider perspective provide valuable insights into optimizing Social Security benefits.

Join host Eric Blake as he engages with Nolan, who shares his 25 years of experience, shedding light on the complexities of Social Security and offering practical advice to help you make informed decisions.

You can learn more about Nolan's story by reading the transcript, watching on YouTube, visiting www.thesimplyretirementpodcast.com, or listening on your favorite podcast app!

Tune in for actionable advice on optimizing your Social Security benefits and navigating the complexities of retirement planning with confidence.

​

Key Highlights

• Understanding Social Security: Discover why Social Security is a crucial yet often undervalued source of retirement income that adjusts for inflation
• Challenges in Information Accuracy: Learn about the difficulties in obtaining accurate information from the Social Security Administration and strategies to overcome them
• Nolan’s Background: Gain insight into Nolan's extensive experience with the SSA and his motivation for writing his book to help people better understand their benefits
• SSA Staffing Challenges: Understand the impact of staffing issues at the SSA on the availability and accuracy of information
• Effective Preparation: Get tips on how to prepare for interactions with Social Security representatives by having a clear vision of your retirement goals and necessary information ready
• Missed Entitlements: Learn about the common issue of missed entitlements and how to ensure you receive all the benefits you're eligible for
• And much more!

Episode Resources

• ​Join the Simply Retirement Newsletter​
• ​Ask a Question or Suggest a Topic for the Podcast​
• ​Website: My Social Security​
• ​Ep. 14 - Top 5 Things Every Woman Should Know About Social Security​
• ​Ep. 19 - Navigating Social Security and Retirement Planning for Caregivers​
• ​Ep. 24 - Understanding Spousal (and Ex-Spousal) Social Security Benefits​
• ​LinkedIn: Nolan Russell​
• ​Book: The Essentials of Social Security ​

Have more questions about retirement planning? Just hit reply to this email. I read and respond to every message. 😃

Keeping Retirement Simple,

Eric Blake, CFP®

Thanks for subscribing! 📬
Not getting what you need? Unsubscribe​

​Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

All investing involves risk including loss of principal. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.

Information here is provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither Blake Wealth Management nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of Blake Wealth Management. They do not necessarily represent those of RFG Advisory, their employees, or their clients.

This commentary should not be regarded as a description of advisory services provided by Blake Wealth Management or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG") a registered investment advisor. Blake Wealth Management and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

​

Blake Wealth Management​
201 W Virginia Street, Suite 102
McKinney, TX 75069
972-426-7237
www.blakewealthmanagement.com
​Unsubscribe · Preferences​