Monthly Archives: July 2017

Episode 41: How to Maximize Your Social Security Benefits, with Mary Beth Franklin

Mary Beth is the author Maximizing Social Security Retirement Benefits.

Mary Beth has always written about money from covering big-picture issues such as the federal budget, tax policy and Social Security reform on Capitol Hill to personal finance strategies for Kiplinger’s Personal Finance magazine. She was a Capitol Hill correspondent of United Press International, senior editor of Kiplinger’s Personal Finance magazine, contributing editor of Investment News and an award-winning journalist, and a certified financial planner. And, this one I really like, she’s the original member, one of the original members of the CFP Board’s Women’s Initiative and also a program called Women’s Institute for a Secure Retirement, which is called WISER. She was a hero for them in 2016.

How to contact Mary Beth:

Episode 40: How Reverse Mortgages Can Benefit You During Retirement, with Nancy Burns

Nancy Burns is a retirement funding specialist who is a reverse mortgage loan officer with Retirement Funding Solutions.

“As a mortgage professional, it is always rewarding to help someone achieve a goal, whether it’s to purchase a home or correct their cash flow needs. It’s all about setting goals and figuring out how to achieve them. After working for nearly 20 years as a forward loan officer,” says Nancy.

How to contact Nancy: