Gary Alden shares an incredible story about a ZZ Top fan who purchased a lifetime membership to the fan club in 1984, allowing him to enjoy free concert tickets for life. This story leads to a discussion about annuities, comparing the fan's lifetime tickets to the concept of annuities that provide guaranteed income for life, such as Social Security and pensions.

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!

See omnystudio.com/listener for privacy information.

Gary Alden explains the importance of planning for Social Security benefits and the necessity of having a solid income plan for retirement. He emphasizes that delaying Social Security can lead to larger monthly benefits, provided individuals have sufficient savings and no major expenses like a mortgage.

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!

See omnystudio.com/listener for privacy information.

Gary Alden gets into the complexities of Roth conversions and the timing of Social Security benefits. He explains the importance of strategic planning to minimize tax implications and maximize retirement income.

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!

See omnystudio.com/listener for privacy information.