Are you prepared to navigate the complexities of Social Security as you approach retirement? Join Ken Ouellette, Certified Portfolio Manager, and founder of Orca Wealth Management, as he dives into the ins and outs of one of the most critical income sources for retirees.

In this episode, Ken and his guest explore:

• The surprising rules around Social Security benefits, including earning thresholds and tax implications.
• How the Cost of Living Adjustment (COLA) works and what it means for your monthly check.
• The impact of delaying benefits versus taking them early—and how to make the right decision based on your unique situation.
• Tools and strategies for predicting longevity and planning around it.

With decades of experience, Ken provides actionable advice to help you plan for the financial road ahead, ensuring your retirement is as secure and fulfilling as possible. Tune in to learn how to make the most of every dollar in your golden years!