Tag Archives: Social Security

106. Understanding How to File for Social Security With Tyler Lively



Social Security is a huge decision we make in retirement that requires you to know when to do it, how to do it, and understanding these things can relieve stress and anxiety.

In this episode, Tyler Lively walks you through understanding how to file for Social Security, and how to best approach it. Tyler shares the four retirement benefits, how people qualify, along with tips and tricks for filing for Social Security. 

Tyler discusses:

  • Understanding the four Social Security retirement benefits
  • Tips and tricks for filing for Social Security
  • If Social Security is taxable 
  • Why you should have a guide to help you with Social Security
  • And more

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About Tyler Lively: 

Tyler is a native of Washington state, having grown up in Redmond. He has always had a passion for learning and finding the optimal solution to any goal. This drive pushed him to graduate from the prestigious Marriott School of Business (rated one of the top 10 entrepreneurship programs in the U.S.¹).




103. Why You Should Be Talking About Death and Taxes With Travis Johnson



It’s a difficult situation for anyone when your spouse passes away, and you’re suddenly on a deadline with the IRS to make plenty of financial decisions right away.

In this episode, Travis Johnson is here to speak about why it’s important to talk about death and taxes. Travis explains the tax deadline an individual is subjected to when their partner passes away, and how to deal with the deadline. Plus, key ways The Retirement Solution helps clients deal with organizing their particular situation.

Travis discusses:

  • What you need to know about death and taxes
  • How The Retirement Solution helps clients in particular situations
  • Why you should have passwords to important accounts documented
  • How to deal with suddenly needing to pay taxes to the IRS
  • And more

Connect With Travis Johnson

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About Our Guest:

Travis Johnson was raised in Redmond, Washington where he continues to reside. Subsequent to high school, he earned a degree in Business Administration at the University of Washington, graduating with a minor in Policy Studies and prestigious Cum Laude honors.

In 2015, he began his financial career at Bank of America, first as a Relationship Manager in Sammamish before his promotion to Financial Advisor at Merrill Lynch in Bellevue. In both roles, Travis enjoyed assisting clients in their pursuit of their goals, while educating them on options and strategic financial solutions that would enhance their ability to achieve their dreams. His passion to work with clients in the realization of their retirement dreams, both holistically and dynamically, is what ultimately spurred the transition to TRS in November of 2019.

Outside of the office, Travis can be found volunteering with his local Kiwanis group, reading novels, enjoying his two energetic dogs, and either discovering the newest restaurant trend or creating a memorable new recipe with his family.

 


98. What is Social Security? With Cindy Mueller



When should you start your social security benefit?

In this episode, Cindy Mueller is here to break down all things social security. From the basics of how you become eligible for social security, to the more complex dynamics of taxes, this episode will answer the questions you have about social security.

Cindy discusses:

  • What is social security, when can you start it, and how you can become eligible
  • How much you receive in monthly benefits 
  • How spousal benefits work
  • Taxes related to social security
  • And more

Connect With Cindy Mueller

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About Cindy Mueller:

Cindy joined The Retirement Solution in 2008 with a commitment to delivering sound principles of financial management. She offers clients professional counsel in personal finance, investment advisory services, estate planning, and retirement planning.

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