Episode 8: Q&A Session

Dec 31, 2021

Dave & Brandon provide answers to recent and commonly asked questions received from prospects & clients.

Here are just a handful of the things that we'll discuss:

Questions addressed:


  • Will social security be there for us in the future?
  • Can I file for social security benefits on my divorced spouse’s record?
  • They recently announced at work that our 401K has added a Roth option.  Should my future investments go to the Roth or my traditional 401k?
  • I am not a savvy investor, but I have been saving in my 401k for 35 years.  I have a large balance but have no idea how I should be investing my current dollars or my future savings.
  • I never hear from my current financial advisor unless I call him.  Should I be concerned?


Sources: Social Security trusts to run out of money sooner than expected due to Covid (


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