Mailbag: Social Security Fears, 401(k) Changes, and Dream Retirement
RetirementListen:
On This Episode
In this mailbag episode, Mark responds to listener concerns that highlight the uncertainty many people feel as retirement gets closer. These are the kinds of moments where hesitation, assumptions, or bad timing can have lasting consequences. Before making a move, it’s worth slowing down, because big decisions deserve more than guesswork.
Here’s what we discuss in today’s show:
💸 Social Security & Taxes: Why benefits can be taxable
🧾 401(k) Plan Changes: What happens after a merger or transition
⏳ Timing Social Security: Weighing early vs delayed decisions
😟 Social Security Anxiety: Fears about the system’s future
Thanks for joining us! We’ll be back for another show every other Thursday.
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