Episode #10
Thought Leader Bob Spence Reviews Social Security
08.19.2024
This episode is one of our thought leaders and features Bob Spence who is Vice President within the Raymond James Wealth Planning Team and is based in our home office in St. Petersburg Fl. Bob joined Raymond James in 1993 and brings 30 years of experience working with Raymond James Financial Advisors and their clients. Bob is the Vice President of Financial Planning Consulting and is a Certified Financial Planner and a Retirement Income Certified Professional. He is author of the book "Social Security Maximized; Show me the Money!".
Bob is a fantastic resource and a wealth of knowledge when it comes to social security. You will learn a lot as we cover an overview of this often complex topic as well as a deep dive on several common situations. To learn more about how your social security plays into your financial plan and a strategy to take it reach out to Tim or the team at www.CapitalEdgeWealth.com
