Gary Alden discusses Social Security and the importance of making the right choices for your spouse down the line. 

To schedule a complimentary financial plan with Kingwood Investment Group visit thekig.com

Gary Alden and Christopher Alden of Kingwood Investment Group have years of experience and personalized services focused on your needs, wants, and long-term goals. They have helped clients with retirement planning, personal finances, taxes, estate planning, wealth management, and so much more. Listen as Gary and Christopher cut through the confusion of retirement on ‘Retire with the Aldens’ every week!

Gary Alden discusses Social Security and the importance of making the right choices for your spouse down the line. 
To schedule a complimentary financial plan with Kingwood Investment Group visit <a href="https://www.thekig.com/">thekig.com</a>
Gary Alden and Christopher Alden of Kingwood Investment Group have years of experience and personalized services focused on your needs, wants, and long-term goals. They have helped clients with retirement planning, personal finances, taxes, estate planning, wealth management, and so much more. Listen as Gary and Christopher cut through the confusion of retirement on ‘Retire with the Aldens’ every week!

We know we’re supposed to be getting ready for retirement, but it’s so complicated that we’re not sure how! Whether you are investing to build wealth, protect your family, or preserve your assets, Gary Alden and Christopher Alden of Kingwood Investment Group have years of experience and personalized services focused on your needs, wants, and long-term goals. Listen as Gary and Chris cut through the confusion of retirement on ‘Retire with the Aldens’ every week!

Retire with the Aldens

Summary  In this conversation, Gary discusses two social security questions related to divorce benefits. The first question is about choosing the spousal benefit that pays the most money when a person has been married to multiple partners for more than 10 years each. The second question is about obtaining a deceased ex-spouse's social security statement, which is not possible. Gary advises making an appointment with Social Security to determine survivor benefits. The conversation then transitions to discussing common mistakes in 401k plans, including underestimating retirement costs, having a set-and-forget strategy, relying solely on target date funds, and not rebalancing the portfolio. Gary shares a case study of a couple with 100% of their 401k in the stock market and how diversifying their portfolio improved their retirement outlook. He encourages listeners to take advantage of a complimentary retirement roadmap offered by his company.

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