J.D. Mellberg Financial: "What You Need to Know About Retirement Income and Social Security* Benefits"
TUCSON, Ariz., Nov. 21, 2014 /PRNewswire/ -- Josh Mellberg and AZ-PBS are teaming up to answer your questions about greater financial confidence in retirement, Social Security* benefits, and ways to help you create a retirement income planning strategy for your later years.
The CEO of J.D. Mellberg Financial, Josh Mellberg will make his premiere appearance on Arizona PBS on Friday, Dec. 5 at 8:00 p.m. for a telecast titled "Ways to Maximize Your Retirement Income – Including Secrets to Social Security." This marks the first time an AZ-PBS financial show has ever been broadcast and simulcast on a website.
Viewers can tune in to AZ Channel 8 at 8:00 p.m. or visit www.jdsocialsecurity.com to stream it live.
"I'm passionate about helping people feel informed and empowered about their retirement strategies, showing them ways they may be able to minimize taxes and maximize every red cent - up to doubling their income from Social Security benefits alone," Josh said. "Retirement income today should not be measured by one's net worth; it's about the predictable, spendable income in the bank account every single month."
Making Social Security* work for you
Josh was asked to tape live, before a studio audience, a special feature presentation titled "Ways to Maximize Your Retirement Income - Including Lesser-Known Strategies for Social Security* Benefits" by AZ-PBS. As one of the top income strategists in the country, Josh is in a position to show retirees ways they may be able to develop strategies that help maximize their retirement income, including Social Security* benefits, for greater financial confidence.
Among the 567 different ways to help you maximize your Social Security income, Josh will cover:
- Identifying and avoiding the mistakes baby boomers may make when planning for retirement income
- Minimizing taxes on Social Security income, including avoiding what he refers to as the "Tax Torpedo"
- Maximizing money received through Social Security benefits, which could translate to tens of thousands more dollars over your lifetime
- Navigating the "new economy" to help you secure the income to live the lifestyle you worked so hard to achieve
Insight into retirement strategy
Josh works with a team of more than 350 financial professionals across the country to help clients design retirement strategies to meet more of their financial objectives.
Licensed for life insurance and annuity sales in 50 states, and a Registered Investment Advisor with a Business Management Degree from Western Michigan University, Josh has been featured in Yahoo! Finance and seen on CNBC. Josh is the founder and CEO of J.D. Mellberg Financial based in Tucson, Arizona, which has been recognized as one of the fastest-growing private companies in the U.S. on Inc. Magazine's 500/5000 list four years running.
Specializing in retirement income strategies intended to help ensure retirees enjoy a more financially confident future, Josh is excited to work with PBS to help the people of Arizona and those across the country reach their financial goals.
*J.D. Mellberg Financial is not affiliated with, nor endorsed by, any government agency including the Social Security Administration.
SOURCE J.D. Mellberg Financial
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