The Social Security system was designed to fail? Brian and Alex uncover why Social Security may be trending towards "insolvency" and what that exactly means. And since their employees are not allowed to give advice on any questions you may have regarding SS, Alex gives advice on what you need to be aware of. Marriage benefits, divorce, clergy, and more. In the second hour, Brian wonders if leaving his wealth to his son is the best idea. Would your money be put to its best use? He shares how some creativity can make sure your money is used as intended after death. Companies and political stances, current market volatility, and our lack of direction.

Hosts:

Brian Wiley, Financial Advisor

Alexandra Lundgren AIF®, Financial Advisor

The Real Money Pros:

https://www.therealmoneypros.com

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SPONSORS:

Academy Mortgage:

https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor

Lively (HSAs and FSAs)

https://livelyme.com/pro

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

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