Social Security is a core component of most Americansâ retirement plans, but it may surprise you to hear that it was highly controversial when initially proposed, and to get it passed, Congress had to include complex provisions which still exist to this day. Donna and Nathan discuss the intricacies of the Social Security system, and the reasons why it has been so difficult to reform. Also on MoneyTalk, how AI is being used to enhance the services that financial advisors provide.
Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 4/18/2025; Original Air Date: 6/20/2023 & 7/1/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!