February 2023: Social Security... "Mike, can I retire yet?"

Posted by Jerry Mee, CFP®

Feb 28, 2023

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In this episode, Mike and Jerry sit down to talk about the Social Security Trinity: the three things every advisor must consider when helping a client decide when to start taking social security.

The BIF Bites podcast covers topics that are important to those seeking CFP® certification and really anyone that wants to better understand the financial services industry in general.

Jerry Mee, CFP® is the Director of Student Support at the Boston Institute of Finance (BIF) and has nearly a decade’s worth of experience in the financial services industry.

Mike Long, CFP®, ChFC®, CLU® is the Co-Director of Curriculum for the Boston Institute of Finance (BIF). He has made his career in financial services and financial services education over the past 40 years.

Topics: BIF Bites Podcast