Social Security is one of the biggest financial decisions you’ll make in retirement — and once you file, that choice stays with you for life. In my latest Cardinal Lesson, I walk through a real example of a married couple and compare two different claiming strategies. We look at how spousal benefits really work (including the 50% rule), when it may make sense to wait until 70, and how the survivor benefit can dramatically impact the spouse who lives the longest. If you’re 65 — or getting close —
20:37
Social Security is one of the biggest financial decisions you’ll make in …
123 views1 month ago
FacebookCardinal Advisors
Financial Advisor Shortage Looms As Quarter of Advisors Already Over 65
1:08
Financial Advisor Shortage Looms As Quarter of Advisors Already O…
4 months ago
MSNMoney Talks News
Council of Cardinal Advisors wrap-up December meeting - Vatican News
Council of Cardinal Advisors wrap-up December meeting - Vatican Ne…
Dec 12, 2018
vaticannews.va
If you’re 65 or older and on Medicare, you may have heard about IRMAA — the extra charge added to your Medicare premiums if your income is above certain levels. The 2026 numbers are out, and many people are surprised to learn that Social Security bases this on your income from two years ago! In my latest Cardinal Lesson, I break down what IRMAA really is, how these brackets work, when you might be able to appeal the charges, and how good planning around things like Roth conversions and RMDs can
35:13
If you’re 65 or older and on Medicare, you may have heard ab…
1.6K views4 months ago
FacebookCardinal Advisors
Social Security - Cardinal Guide
Social Security - Cardinal Guide
7 months ago
cardinalguide.com
Taxes don’t stop in retirement—and they affect more than just your tax return. In this Cardinal Lesson, I break down the new 2026 tax numbers and explain how tax planning impacts the seven biggest retirement concerns: Social Security, Medicare, long-term care, IRAs and 401(k)s, income planning, estate planning, and taxes. If you’re retired or nearing retirement, understanding how tax brackets, deductions, and lifetime planning work together can help you keep more of what you’ve saved and avoid c
35:57
Taxes don’t stop in retirement—and they affect more than just your ta…
48 views3 months ago
FacebookCardinal Advisors
Turning 65? When to Sign Up for Medicare and Avoid Penalties
4:30
Turning 65? When to Sign Up for Medicare and Avoid Penalties
Feb 25, 2025
MSNKTNV Las Vegas,NV
55:23
Early Retirement: Healthcare Coverage 101 for Pre-65 Retirees
251 views1 month ago
YouTubeMove Health
1:01
Turning 65, social security won’t tell you this!
981 views2 months ago
YouTubeCleveland Randolph
0:36
Three Medicare Mistakes People Make when turning 65
1.5K views3 weeks ago
YouTubeMedicare Plan Advisors
0:30
Turning 65 is when most Medicare mistakes happen. Here’s what to …
607 views1 month ago
YouTubeMedicareadvisormatt
0:24
Turning 65 soon? This Medicare Part B Mistake Could Cost You Hu…
981 views3 weeks ago
YouTubeMedicare Plan Advisors
1:09
Medicare Explained in 60 Seconds
1.2K views1 week ago
YouTubeAndy Childs - Medicare Agent
13:38
Investment Strategy in Retirement
2K views1 week ago
YouTubeCardinal Advisors
1:50
Turning 65- "5" Medicare Mistakes That Cost You Thousands
4 views1 week ago
YouTubeCastone Retirement Solutions
0:33
Do I need to get Medicare?
205 views4 weeks ago
YouTubeWalker Insure Advisors
24:46
Turning 65? The Ultimate Medicare Guide | EP 7 – Medicare Team
3 views3 weeks ago
YouTubeMedicare Team
16:17
QLAC - Postpone a Portion of your RMD
896 views2 weeks ago
YouTubeCardinal Advisors
0:10
Turning 65? You’re Not Behind
5 views1 week ago
YouTubeTrue Insurance Advisors
0:54
WBB THE PITTSBURGH PANTHERS LOSES TO THE STANFORD CARD…
843 views1 month ago
YouTubeSteph Sports talk podcast
0:40
Turning 65 soon and feeling nervous about Medicare? You’re n…
106 views1 month ago
FacebookLuxe Life Insurance
3:24
5 Harsh REALITIES of Turning 65. No One Warns You! #retirement #r…
461 views1 month ago
TikTokroberto.mancini661
The Red Cardinal Group | Houston, TX | Morgan Stanley Wealth Mana…
Jun 16, 2021
morganstanley.com
New study reveals majority of Americans turning 65 soon are no…
May 8, 2024
CBS News
4:05
Social Security: Full Retirement Age Explained
11.9K viewsNov 10, 2020
YouTubeCardinal Advisors
2:32
Pope Francis names three new American cardinals
41.2K viewsNov 19, 2016
YouTubeCBS Mornings
2:29
Learn how Low E / LoĒ Glass is coated
14.3K viewsSep 10, 2019
YouTubeClimate Solutions Windows & Doors
4:16
IRAs: Calculating your RMDs
16.2K viewsMar 12, 2021
YouTubeCardinal Advisors
16:16
Turning 65 in 2021? Medicare and Social Security Explained
250.5K viewsDec 7, 2020
YouTubeCardinal Advisors
4:25
Do I Really Need A Financial Advisor? When To Hire A Financia…
96K viewsMay 12, 2021
YouTubeStreamline Financial
See more videos
Static thumbnail place holder