Movies and Documentaries
NEW TAX LAW CHANGES
The Impact They Have on Your Retirement
Choose the best day works for you:
Movies and Documentaries
Movies and Documentaries
How Social Security Works
Understand the system before you rely on it
This straightforward and informative documentary breaks down how Social Security actually functions—from how benefits are calculated to when and how to claim. It covers the program’s history, current challenges, and what future changes could mean for you.
Whether you're approaching retirement or just want to understand what you’re paying into, this film helps demystify one of the most misunderstood pieces of the retirement puzzle. Watch it to feel more confident, more informed, and better prepared to make decisions that support your long-term plan.
How Social Security Works
What You Need to Know
Since 2010, Social Security has paid out more than it collects in taxes, relying on interest from its trust fund to cover the shortfall. By 2021, it began drawing from the fund itself, which is projected to run out by 2035—or even sooner due to COVID-19—raising concerns for retirees.
Watch this documentary to learn about:
When and how to claim Social Security for maximum impact
Timing your benefits can add tens of thousands to your retirement income—this shows you how.
How your earnings and work history affect your benefits
Learn how your 35 highest-earning years factor into your monthly check.
The truth about Social Security’s future
Separate fact from fear with an honest look at the program’s solvency and possible reforms.
Little-known benefits for spouses, ex-spouses, and widows
Discover strategic claiming options that can benefit your family.
How Social Security Works
The documentary "How Social Security Works" provides an in-depth explanation of the Social Security system, including its funding mechanisms and challenges.
Documentary Key Points:
How Benefits Are Calculated
The Role of Payroll Taxes
Claiming Strategies Matter
The Future of the Program
DISCLAIMER:
The content is developed from sources believed to be providing accurate information. This material is not intended as investment, tax, or legal advice, it is for educational and informational purposes only. Please consult legal, investment, or tax professionals for specific information regarding your individual situation. Please visit rbcapitalmanagement.com for all information and disclosures relating to investment advisory services. Investment advice is not offered or solicited through this website. This material was developed and produced by Rob Leiphart, CFP® to provide information and education on topics that may be of interest to you.
DISCLAIMER:
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Life insurance & annuity services provided by Advanced Financial, Steve Sousa CLU, CA License#0476190
Brian Walker CA License #0H13310 | Jessica Markworth CA License #0E56830 | Jill Sousa CA License # 0L05626
Securities investment services provided by Inception Financial Services with advisory services offered through AlphaStar Capital Management.
Attend this workshop to learn about:
Maintaining family wealth over multiple generations.
6 strategies for a strong generational wealth management plan.
Strategies that could help reduce taxes.
Understanding the biggest threats to the preservation of wealth.
3 Key factors for a sustainable withdrawal rate.
How retirement planning, portfolio-mix and risk tolerance can affect future generations.
How to calculate the value of your estate.
The importance of having a trust and life insurance policy if you're from a blended family.
How to NOT disinherit your children and grandchildren because of divorce or another triggering event.
NEW TAX LAW CHANGES
The Impact They Have on Your Retirement
Choose the best day works for you:
DISCLAIMER:
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Life insurance & annuity services provided by Advanced Financial, Steve Sousa CLU, CA License#0476190
Brian Walker CA License #0H13310 | Jessica Markworth CA License #0E56830 | Jill Sousa CA License # 0L05626
Securities investment services provided by Inception Financial Services with advisory services offered through AlphaStar Capital Management.