If Charlie is going to die at 71 and Noelle at an old, old age, when should each of them file? It's the opposite of...
Social Security Blogposts
Webinar: Retirement Income Plan Case Study
https://youtu.be/4HJLMSeq3lE
Social Security Analysis: Layering Versus Bucketing
Social Security analysis is about so much more than JUST Social Security. It is also about the other income an...
Video: A Couple of Social Security Tips
In this video, Charlie discusses two different topics Do you need to file for Social Security Benefits in order to...
Webinar: Roleplaying the Post Social Security Seminar Meeting. Discussing Social Security and the Retirement Income Plan
This video is a video of what a "retirement income plan" conversation looks like that takes place after one of our...
Video: Social Security Case Study from Our Seminar
This is an 18 minute "snippet" from our Social Security Seminar to give you, the agent, an understanding of how the...
Broker World: The #1 Social Security Mistake I See
Charlie writes for Broker World monthly and shares his writings with CG Financial Group financial professionals. In...
Video: Social Security Seminar System
https://youtu.be/3mcFKDgMmDk
Video: One of the Most Common Social Security Mistakes.
https://youtu.be/WHLGjjgqffE
Consumer Seminar: Maximizing Social Security Retirement Benefits
This is our Social Security Seminar that Charlie has done via webinar to thousands of consumers....
Charlie’s Broker World Article: Is Delaying Social Security Worth It?
One of Charlie's favorite things to do is to write for various trade publications on financial and retirement matters....
Video: What is Monte Carlo Analysis (And JourneyGuide)???
In this video, Charlie explains exactly what Monte Carlo simulations are and why they are powerful. He also explains...

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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065