When people hear the word ‘penalty’, they automatically assume it’s a bad thing.
But when it comes to Social Security, that isn’t necessarily the case.
In this episode, Matt Johns, CFP®, an employee at Capita Financial Network, discusses Social Security penalties which can help you discover which ones may apply to you in the future.
Matt discusses:
- How he helps people like you discover what amount they can expect from Social Security
- How financial planners can simplify the complex process of paying into and receiving Social Security benefits
- What restricted spousal benefits are and how they can affect you
- Some of the experiences he has had when helping people calculate Social Security
- And more
Resources:
Connect With Capita Financial Network:
- info@capitamail.com
- tfc@capitamail.com
- (801) 566-5058
- Capita Financial Network
- LinkedIn: Zaccary Call
- LinkedIn: Laura Hadley
- LinkedIn: Capita Financial Network
- Facebook: Capita Financial Network
Connect with Matt Johns, CFP®
About Our Guest:
Matt Johns is a fellow Certified Financial Planner at Capita Financial Network who has vast experience and expertise with Social Security planning. He received his Bachelor’s Degree in Finance from the University of Utah and then his Masters of Business Administration (M.B.A) at Westminster College in Salt Lake City, Utah.
Matt has been working at Capita since 2019 and is excited to be on the podcast to share his passion for financial planning and calculating Social Security benefits for not only his clients, but the listeners of The Financial Call.