As financial advisors, the biggest financial hits you'll take are when it comes to making bad tax decisions. For example, what would happen if you checked the "traditional" box within your 401(k) instead of the "roth" option? Brian explains why finding tax efficiencies is crucial to financial success. Plus, our colleague, Diane Wilson with mysocialsecurityanalyst.com joins via phone to talk about Social Security. What changes are to come, taking SS early, spousal benefits, and more!

Guest:

Diane Wilson

www.mysocialsecurityanalyst.com

Host:

Brian Wiley, Financial Advisor

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https://www.therealmoneypros.com

https://www.treecityadvisors.com