Social Security Archives - CG Financial Group, LLC

(Video) Social Security Case Study: Noelle and Charlie’s Hypothetical Filing Scenario

by Charlie Gipple, CFP®, CLU®, ChFC® | May 8, 2025 | Case Studies, News, Social Security, Videos | 0 Comments

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...

Webinar: Retirement Income Plan Case Study

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 27, 2024 | Annuities, Case Studies, Financial Professional Webinars, Long-Term Care, News, Social Security, Technology, Videos, Webinar Recordings | 0 Comments

https://youtu.be/4HJLMSeq3lE

Social Security Analysis: Layering Versus Bucketing

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 23, 2024 | Broker World, News, Social Security, Taxes, Whitepapers | 0 Comments

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

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 22, 2024 | Consumer Content, News, Retirement (Consumer), Social Security, Social Security (Consumer), Videos | 0 Comments

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

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 3, 2024 | Annuities, Case Studies, GLWBs (Annuity), Indexed Annuities, News, Practice Management, Seminars, Social Security, Taxes, Videos, Webinar Recordings | 0 Comments

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

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 8, 2024 | News, Seminars, Social Security | 0 Comments

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

by Charlie Gipple, CFP®, CLU®, ChFC® | Sep 20, 2023 | Broker World, News, Social Security | 0 Comments

Charlie writes for Broker World monthly and shares his writings with CG Financial Group financial professionals. In...

Video: Social Security Seminar System

by Charlie Gipple, CFP®, CLU®, ChFC® | Aug 30, 2023 | News, Seminars, Social Security, Technology | 0 Comments

https://youtu.be/3mcFKDgMmDk

Video: One of the Most Common Social Security Mistakes.

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 12, 2023 | Consumer Content, Retirement (Consumer), Social Security, Social Security (Consumer) | 0 Comments

https://youtu.be/WHLGjjgqffE

Consumer Seminar: Maximizing Social Security Retirement Benefits

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 10, 2023 | Annuities, News, Seminars, Social Security, Webinar Recordings | 0 Comments

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?

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 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 retirement matters....

Video: What is Monte Carlo Analysis (And JourneyGuide)???

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 3, 2023 | Annuities, GLWBs (Annuity), Long-Term Care, MYGAs and Traditional Fixed Annuities, News, Social Security, Technology, Videos | 0 Comments

In this video, Charlie explains exactly what Monte Carlo simulations are and why they are powerful. He also explains...

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