Is claiming Social Security at 62 a smart move—or a costly mistake? In this episode of Smart Money Moves, host Keith Collins, founder of Keith Collins, Inc., unpacks the debate sparked by Dave Ramsey and explore the complex world of Social Security decisions. From risk management and longevity to spousal benefits, taxes, and the timing of Roth conversions, Keith shares practical insights for building a retirement strategy that fits your life. Whether you’re years away from retirement or ready to claim, this conversation highlights the questions and planning steps that can shape your financial future.

 

When your assets are at stake, discretion and reliability are a priority. Find out what tools you need for a successful retirement with a complimentary first appointment with Keith Collins and the team. Call 888-508-3736 or schedule a meeting here.

Facebook | LinkedIn

Is claiming Social Security at 62 a smart move&mdash;or a costly mistake? In this episode of Smart Money Moves, host Keith Collins, founder of Keith Collins, Inc., unpacks the debate sparked by Dave Ramsey and explore the complex world of Social Security decisions. From risk management and longevity to spousal benefits, taxes, and the timing of Roth conversions, Keith shares practical insights for building a retirement strategy that fits your life. Whether you&rsquo;re years away from retirement or ready to claim, this conversation highlights the questions and planning steps that can shape your financial future.
&nbsp;
When your assets are at stake, discretion and reliability are a priority. Find out what tools you need for a successful retirement with a complimentary first appointment with Keith Collins and the team. Call 888-508-3736 or schedule a meeting <a href="https://keithcollinsinc.com/contact/">here</a>.
<a href="https://www.facebook.com/keithcollinsinc">Facebook</a> | <a href="https://www.linkedin.com/company/keith-collins-inc/?trk=top_nav_home">LinkedIn</a>

Defining your financial goals and developing a plan for success can now begin just by pressing the play button. Keith Collins Inc. brings you Safe Money Moves with Keith Collins, a new podcast and your latest resource for professional and experienced financial guidance that goes wherever you do!

On each episode, host Keith Collins will dive deep into the topics that most concern you about retirement and your financial future. From retirement strategizing to estate planning, Keith brings his decades of retirement preparation experience straight to your streaming device so that you can confidently plan for your golden years.

Start streaming now and subscribe to never miss an episode drop!

Defining your financial goals and developing a plan for success can now begin just by pressing the play button. Keith Collins Inc. brings you Safe Money Moves with Keith Collins, a new podcast and your latest resource for professional and experienced financial guidance that goes wherever you do!
On each episode, host Keith Collins will dive deep into the topics that most concern you about retirement and your financial future. From retirement strategizing to estate planning, Keith brings his decades of retirement preparation experience straight to your streaming device so that you can confidently plan for your golden years.
Start streaming now and subscribe to never miss an episode drop!

Smart Money Moves

Social Security: Timing Is Everything

A new savings account for kids is making headlines—but most families aren’t sure what it really is or how it fits into a real financial plan. In this episode of Smart Money Moves, Keith Collins breaks down the newly introduced Trump accounts for kids, including how they work, who qualifies, contribution limits, and how they compare to tools like 529 plans. The conversation explores where these accounts may complement existing strategies, how families can think about prioritizing retirement versus children’s savings, and why education and flexibility matter when planning long‑term. It’s a practical discussion designed to help families better understand this emerging option.

When your assets are at stake, discretion and reliability are a priority. Find out what tools you need for a successful retirement with a complimentary first appointment with Keith Collins and the team. Call 888-508-3736 or schedule a meeting here.

Facebook | LinkedIn

A new savings account for kids is making headlines&mdash;but most families aren&rsquo;t sure what it really is or how it fits into a real financial plan. In this episode of Smart Money Moves, Keith Collins breaks down the newly introduced Trump accounts for kids, including how they work, who qualifies, contribution limits, and how they compare to tools like 529 plans. The conversation explores where these accounts may complement existing strategies, how families can think about prioritizing retirement versus children&rsquo;s savings, and why education and flexibility matter when planning long‑term. It&rsquo;s a practical discussion designed to help families better understand this emerging option.
When your assets are at stake, discretion and reliability are a priority. Find out what tools you need for a successful retirement with a complimentary first appointment with Keith Collins and the team. Call 888-508-3736 or schedule a meeting&nbsp;<a href="https://keithcollinsinc.com/contact/">here</a>.
<a href="https://www.facebook.com/keithcollinsinc">Facebook</a> | <a href="https://www.linkedin.com/company/keith-collins-inc/?trk=top_nav_home">LinkedIn</a>

Trump Accounts Explained: How They Work and Where They Fit

Big changes are quietly reshaping retirement planning in 2026—and missing them could be costly. In this episode of Smart Money Moves, Keith Collins breaks down how current tax rules, market volatility, inflation, and longevity risk intersect for retirees and pre‑retirees right now. The conversation explores Roth conversions, gifting strategies, portfolio rebalancing, required minimum distributions, and why emotional decision‑making matters just as much as math. Keith also explains where technology and AI tools help—and where human guidance remains essential—when building a confident, adaptable retirement plan for the year ahead

 

When your assets are at stake, discretion and reliability are a priority. Find out what tools you need for a successful retirement with a complimentary first appointment with Keith Collins and the team. Call 888-508-3736 or schedule a meeting here.

Facebook | LinkedIn

Big changes are quietly reshaping retirement planning in 2026&mdash;and missing them could be costly. In this episode of Smart Money Moves, Keith Collins breaks down how current tax rules, market volatility, inflation, and longevity risk intersect for retirees and pre‑retirees right now. The conversation explores Roth conversions, gifting strategies, portfolio rebalancing, required minimum distributions, and why emotional decision‑making matters just as much as math. Keith also explains where technology and AI tools help&mdash;and where human guidance remains essential&mdash;when building a confident, adaptable retirement plan for the year ahead
&nbsp;
When your assets are at stake, discretion and reliability are a priority. Find out what tools you need for a successful retirement with a complimentary first appointment with Keith Collins and the team. Call 888-508-3736 or schedule a meeting <a href="https://keithcollinsinc.com/contact/">here</a>.
<a href="https://www.facebook.com/keithcollinsinc">Facebook</a> | <a href="https://www.linkedin.com/company/keith-collins-inc/?trk=top_nav_home">LinkedIn</a>

The Retirement Moves Too Many People Miss in 2026

Ready to wrap up your year on a strong financial note? In this episode, Keith Collins of Keith Collins, Inc. walks through the essential end-of-year financial checklist—from maxing out retirement accounts and harvesting investment gains or losses to reviewing RMDs, charitable giving, and Roth conversions. Discover why these steps matter, how to avoid costly mistakes, and what to bring to your first financial consultation. Whether you’re planning for retirement or just want to make smarter money moves, this conversation offers practical advice to help you finish the year with confidence.

 

When your assets are at stake, discretion and reliability are a priority. Find out what tools you need for a successful retirement with a complimentary first appointment with Keith Collins and the team. Call 888-508-3736 or schedule a meeting here.

Facebook | LinkedIn

Ready to wrap up your year on a strong financial note? In this episode, Keith Collins of Keith Collins, Inc. walks through the essential end-of-year financial checklist&mdash;from maxing out retirement accounts and harvesting investment gains or losses to reviewing RMDs, charitable giving, and Roth conversions. Discover why these steps matter, how to avoid costly mistakes, and what to bring to your first financial consultation. Whether you&rsquo;re planning for retirement or just want to make smarter money moves, this conversation offers practical advice to help you finish the year with confidence.
&nbsp;
When your assets are at stake, discretion and reliability are a priority. Find out what tools you need for a successful retirement with a complimentary first appointment with Keith Collins and the team. Call 888-508-3736 or schedule a meeting <a href="https://keithcollinsinc.com/contact/">here</a>.
<a href="https://www.facebook.com/keithcollinsinc">Facebook</a> | <a href="https://www.linkedin.com/company/keith-collins-inc/?trk=top_nav_home">LinkedIn</a>

Social Security: Timing Is Everything

Smart Money Moves

In 1 playlist(s)

Smart Money Moves

Social links

Follow podcast

Recent clips