Retiree and Pre-Retiree Articles and Videos

Charlie writes several articles a month for various financial industry media and educational outlets. Through this blog, he is bringing his educational writings and videos directly to consumers!!! Subscribe at the bottom of this page and enjoy.

Note: To access the financial professional articles, whitepapers, webinar replays, and videos, you must be a CG Financial Group agent and register for the agent portal HERE.

Silicon Valley Bank: What the Heck Happened??? Are Annuity Companies Next????

by Charlie Gipple, CFP®, CLU®, ChFC® | March 21, 2023 | Annuities (Consumer), Consumer Content, Retirement (Consumer) | 0 Comments

If you have been watching the news lately, you have noticed that there has been turmoil in the...

Charlie’s Broker World Article: Is Delaying Social Security Worth It?

by Charlie Gipple, CFP®, CLU®, ChFC® | February 14, 2023 | Broker World, Consumer Content, News, Social Security, Social Security (Consumer) | 0 Comments

One of Charlie's favorite things to do is to write for various trade publications on financial and...

Video: Ex-Spousal Social Security Benefits (Soundbite)

by Charlie Gipple, CFP®, CLU®, ChFC® | April 29, 2022 | Annuities (Consumer), Consumer Content, Financial Professional Content, Life Insurance (Consumer), Long-Term Care (Consumer), Retirement (Consumer), Social Security, Social Security (Consumer), Taxes, Videos | 0 Comments

Here is a quick clip of Charlie discussing "ex-spousal benefits" on one of his Social Security...

Video: My Story of Mt. Everest

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 22, 2021 | Annuities, Consumer Content, Financial Professional Content, Retirement (Consumer), Videos

https://youtu.be/QSYBOEWymFY

5 Tax Considerations Before January 1

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 22, 2021 | Consumer Content, Financial Professional Content, Retirement (Consumer), Taxes

It is that time of year where getting your financial ducks in a row is in order. With that, I created a quick list of 5 items to consider below. Roth IRA...

Your Top 6 Questions About Social Security Benefits – Answered

by Charlie Gipple, CFP®, CLU®, ChFC® | Sep 27, 2021 | Consumer Content, Financial Professional Content, Retirement (Consumer)

When am I eligible to file for Social Security Benefits?You’re eligible to file for Social Security benefits once you have been age 62 for an entire month....

Guaranteed Streams of Income Make You Happier

by Charlie Gipple, CFP®, CLU®, ChFC® | Aug 24, 2021 | Annuities, Annuities (Consumer), Consumer Content, Financial Professional Content, GLWBs (Annuity), Retirement (Consumer)

It was a beautiful day, and because it was a weekday morning with no boats on the water - except for us - the water was like glass. It was one of the most...

Everything is So Expensive!!! Good News and Bad News

by Charlie Gipple, CFP®, CLU®, ChFC® | Jul 14, 2021 | Consumer Content, Financial Professional Content, Practice Management, Retirement (Consumer)

Three items in this quick article: 1. Brisket Inflation. 2. Social Security "Pay Raises" 3. Omaha, Ne Social Security Workshop in October Hello...

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