mary beth franklin

Mary Beth Franklin

Mary Beth Franklin

Mary Beth Franklin is a contributing editor for InvestmentNews and is a nationally recognized expert in Social Security claiming strategies.  Formerly a Capitol Hill reporter at United Press International and retirement and tax editor at Kiplinger Personal Finance, Mary Beth has been working in the finance industry for years.  She frequently speaks and writes about current research on retirement income planning, and enjoys educating people on retirement, tax and Social Security issues.  Her book titled Maximizing Your Clients’ Social Security Retirement Benefits is available online for purchase.

Mary's Latest Contributions

What You Need to Know About Social Security and Making Money

Social Security and Making Money: Today we’re answering your questions on how working, collecting a paycheck, or investing during retirement might affect your Social Security benefits. Plus, some call her the “Goddess of Social Security”: InvestmentNews contributing editor and nationally recognized Social Security expert Mary Beth Franklin joins Big Al to go over the basics of Social Security, as well as claiming benefits… Read more

Guest:  Mary Beth Franklin mary beth franklin

Podcast #185

Understanding Social Security & Donald Trump’s Tax Return

Intro: What you need to know about the current Social Security claiming rules. How to curb taxes in retirement. And what Donald Trump’s tax return reveals. This is Your Money Your Wealth. Today on Your Money Your Wealth, Social Security expert Mary Beth Franklin explains the current claiming rules and how they might have changed your retirement plans. Joe and Big Al… Read more

Guest:  Mary Beth Franklin mary beth franklin

Podcast #108

Your Money, Your Wealth Hr. 2

Joe and Al have a conversation with Dan Kadlec (Author & Contributor to Time & Money Magazines) on teaching money management skills to children and young adults. Dan discusses the importance of educating our youth about personal finance skills and why there is a lack of such education in the school system. Switching gears, Dan also gives his expert advice to boomers who are behind on… Read more

Guest:  Dan Kadlec dan kadlec

Guest:  Mary Beth Franklin mary beth franklin

Your Money, Your Wealth Hr. 2

There are major changes to Social Security claiming strategies that were recently passed by Congress. Social Security expert Mary Beth Franklin joins the show (0:40-19:20) to explain what you need to know about this latest stealthy attack on your retirement. She explains in detail the elimination of the file and suspend strategy, who this affects and how filing for spousal benefits could change. Joe… Read more

Guest:  Mary Beth Franklin mary beth franklin

Your Money, Your Wealth Hr. 2

Joe & Big Al cover the top ten Social Security myths. Social Security expert Mary Beth Franklin joins the show to discuss effective claiming strategies and how to avoid common mistakes regarding this huge source of retirement income. 2:14 “The whole fee-only side of financial planning is growing like crazy” 5:21 “Automatically, if you’re married, the spouse is the beneficiary, even if… Read more

Guest:  Mary Beth Franklin mary beth franklin

Your Money, Your Wealth Hr. 2

When the market goes down, where are you going to get your income? What asset class are you pulling from? Joe and Al discuss recency bias and the fear & greed factor. Sticking to the theme of the retirement “fire drill,” Joe has a discussion with Michael Kitces on efficient withdrawal strategies to help you create a steady retirement income. Also on… Read more

Guest:  Mary Beth Franklin mary beth franklin

Guest:  Michael Kitces Michael Kitces

Your Money, Your Wealth Hr. 2

Many people are overconfident when it comes to being knowledgeable about retirement. It is vital to understand every aspect of your retirement plan so you won’t face roadblocks up ahead. Joe and Big Al Clopine interview Michael Kitces on withdrawal strategies to help you create a steady retirement income. Also on the show, Mary Beth Franklin discusses the best creative strategies for claiming… Read more

Guest:  Michael Kitces Michael Kitces

Guest:  Mary Beth Franklin mary beth franklin

Your Money, Your Wealth Hr. 2

This second hour of the podcast is about understanding the tax impact of your portfolio and retirement accounts.  Learn some common claiming mistakes people make so that you can better understand when the best time is to claim your Social Security benefits. Joe and Al have a discussion with guest Mary Beth Franklin on what the best creative claiming strategies are.  These… Read more

Guest:  Mary Beth Franklin mary beth franklin