Episode description:
As you approach traditional retirement age, you probably know the importance of enrolling on time in Social Security and Medicare—the bookends of retirement planning. But what you may not be aware of is that only a small percentage of recipients maximize their benefits, which could have a significant impact on their standard of living in their later years. Both programs are designed to support retirees, but optimizing one’s benefits requires careful planning and strategic decisions. In today’s episode, I talk with Todd Whiton, the president of Colby Jackson Advisors, a veteran Social Security and Medicare expert who offers an integrated approach in providing effective planning strategies for the two programs together. Todd reviews a litany of key provisions people need to consider when evaluating their coverage; mistakes people make or misconceptions they have about these programs; and what significant changes may be coming down the pike in 2025.
Guest description:
Todd S. Whiton is the President of Colby Jackson Advisors, a boutique firm that specializes in helping Social Security & Medicare eligible beneficiaries optimize their retirement and healthcare benefits. He has held leadership positions in several prominent companies in the financial and wealth technology industries and was the founder of a leading private equity-backed Fintech. Most recently Todd was CEO of a company that educated and trained thousands of financial professionals to become expert Social Security advisors using leading edge technology to help their clients maximize their Social Security income. In that position, Todd identified a huge void that existed for those approaching retirement age, needing actionable intelligence to help them make informed decisions for their retirement benefits. Todd is a self-professed Social Security & Medicare nerd and resides on Long Island with his wife, two sons and mini golden doodle.
Contact: todd@colbyjacksonadvisors.com
LinkedIn: https://www.linkedin.com/in/todd-s-whiton-00b73a11/
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