Talk Your Chart | Investment Strategy | Episode 06
- September 14, 2021
- By: Marcos Segrera, CFP® and Brett Horowitz, CFP®, AIF®
In this episode of Talk Your Chart, planning is the name of the investing game.
First, Marcos and Brett dial in on one of the more confusing pieces of many folks’ planning puzzle: social security. Save yourself the 2,700-page social security handbook read and let our experts show you how they found $40k in additional benefits in just 60 minutes. It’s not 15 minutes, but hey, who’s counting?
Next, the guys dive into the future of big tech and what it could mean for you. Will today’s “Top 10” be tomorrow’s “Top 10”? What can the past tell us about the future? What implications does this have on your investment planning strategy? Let’s find out.