Webinar
Webinar Recording: Understanding and Optimizing Social Security Benefits
Ensuring your nest egg endures throughout your lifetime is paramount to your retirement planning. For many investors, there are two main sources of income in retirement: personal retirement savings and Social Security benefits. A pivotal planning aspect lies in determining how and at what time to turn on these income streams: do you opt for an early Social Security claim to allow your investments more time to flourish, or do you initially rely on your savings to potentially secure a larger benefit payout in the future? What are the factors to consider when making that decision? What are the consequences?
On Thursday, June 20, 2024, at 11:00 AM ET, we hosted a webinar on Social Security to discuss how understanding and maximizing these complex benefits can help ensure financial stability across different stages of your life. In this discussion, Kitchie McBride, MHA, RSSA®, and Lauren O'Brien, CFP®, RICP®, CPA Senior Wealth Advisor at XML Financial Group explored:
- How to maximize your benefits.
- How maintaining our health is essential for managing our wealth.
- The potential future of the Social Security system.
Watch the recording below as we navigate the complexities of Social Security and understand how your Social Security benefits relate to your overall retirement plan.
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Kitchie McBride
Kitchie McBride, MHA, RSSA®, is a seasoned healthcare professional with over 30 years of extensive experience in the industry. As an International Medical Graduate (IMG) and a non-practicing physician, Kitchie brings a unique perspective to her roles. She also holds a master's degree in Health Administration and Informatics.
Throughout her career, Kitchie has excelled in various facets of healthcare, including clinical medicine, clinical labs, healthcare finance, marketing, administration, and information technology. Her comprehensive understanding of these areas has enabled her to make significant contributions to the field, both as a practitioner and an educator.
Currently, Kitchie serves as an educator, imparting her knowledge and expertise to the next generation of healthcare professionals. As a Registered Social Security Analyst (RSSA®), she is equipped with specialized skills to navigate the intricacies of social security systems, adding another layer to her skill set.
Beyond her professional pursuits, Kitchie has a passion for connecting with people from diverse backgrounds and is fluent in both English and Filipino (Tagalog). She has a love for travel and writing, and you can find her in her "book nook" reading in her free time.
Lauren O'Brien
Lauren O’Brien is a CERTIFIED FINANCIAL PLANNER™ professional and Retirement Income Certified Professional® committed to helping her clients on their life journeys with thorough financial planning. She partners with clients to design a retirement roadmap so that clients feel reassured in the financial decisions they make and execute. Lauren’s journey afforded her opportunities to work on three continents with several prestigious firms, including Wells Fargo Advisors, Bank of America Merrill Lynch and Deloitte. Fully bitten by the travel bug, she continues to enjoy travel, both locally and globally. She recently visited her 47th state, as part of a quest to see all 50 U.S. states, and she has traveled to six of the seven continents. Lauren’s journey led her to Old Town Alexandria, Virginia, where she currently lives. Committed to community, she founded Alexandria’s first exclusively community-focused TEDx program. She is active with her alma mater, the University of Notre Dame, focusing on programs encouraging empowerment and leadership development. She currently serves at George Mason University on the Financial Planning & Wealth Management advisory