Hamilton Morales, our Senior Vice President and Social Security Specialist here at FIG, joins us for today’s episode. We love having him on once or twice a year to update our audience on what’s happening inside the world of Social Security. In today’s episode, we’ll discuss the latest news for Social Security in 2024, including the 3.2% cost of living adjustment, rising Medicare Part B premiums, and the importance of comprehensive retirement planning to combat inflation and changing financial landscapes.

We also dive into the value of partnering with experts like Hamilton to provide clients with the best information and guidance on the ever-changing world of Social Security. Learn more about the presentations he offers, including Social Security seminars and webinars, as well as his new membership with the Society of Financial Awareness (SOFA) to offer even more educational opportunities for advisors and clients.

Here’s some of what we discuss in this episode:

• Social Security COLA for 2024 is announced at 3.2%, which may not be sufficient to cover the rising Medicare Part B premiums
• How can retirees address the challenge of inflation and rising expenses?
• The Social Security presentations that Hamilton has been putting on this year + what’s to come in 2024
• The value of partnering with experts like Hamilton to provide clients with the best information and guidance regarding Social Security

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