HeyJaredElevate Wealth
Elevate Wealth Advisory was founded in 1982 in Athens, Georgia, with the goal of helping people make smart decisions with their money.
- Indexed episodes, last 90 days
- 8
- Latest publication
- Aug 27, 2026
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- Jul 9, 2026
Latest episodes
Can I Work While Claiming Social Security? (opens the original)
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Can you work and collect Social Security at the same time? Yes—but if you claim Social Security before reaching full retirement age, there are important rules to understand. Deanne Rosso and Brian Rosso of Elevate Wealth Advisory discuss the Social Security earnings test , how earning income while receiving benefits can temporarily reduce your benefit, and what changes once you reach full retirement age. They also explain why your work plans, Social Security claiming strategy, taxes, and overall
Spousal Benefits Vs. Survivor Benefits...What's The Difference? (opens the original)
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What’s the difference between Social Security spousal benefits and survivor benefits? While they may sound similar, the rules—and the potential benefits—can be very different. Deanne Rosso and Brian Rosso of Elevate Wealth Advisory explain how spousal benefits work while your spouse is living, how survivor benefits work after a spouse passes away, and why Social Security claiming decisions should often be considered together as a couple. The timing of one spouse’s decision may affect the benefit
How Is My Social Security Benefit Calculated? (opens the original)
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How much Social Security will you receive in retirement—and how does Social Security calculate your benefit? Deanne Rosso and Brian Rosso of Elevate Wealth Advisory explain how your 35 highest-earning years , your Primary Insurance Amount (PIA), and the age at which you claim can affect your monthly Social Security benefit. They also discuss why it’s important to review your Social Security earnings history and how creating an online Social Security account can help you check your record and est
When Should I Claim Social Security? (opens the original)
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When should you start claiming Social Security? Should you claim early at age 62, wait until full retirement age, or delay your benefits until age 70? Deanne Rosso and Brian Rosso of Elevate Wealth Advisory discuss some of the biggest factors to consider when deciding when to claim Social Security, including your cash flow needs, longevity assumptions, taxes, and overall retirement strategy. Social Security isn’t a one-size-fits-all decision. Understanding how your claiming age affects your mont
What Is A Roth Conversion? (opens the original)
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A Roth conversion can be a powerful retirement tax strategy when used appropriately. Deanne Rosso and Clarke Holt explain how Roth conversions work, when they may make sense, and what to know before making one.Want help deciding whether a Roth conversion fits your financial plan? Visit elevate-wealth.com and click Let's Talk.🔗 Website: https://elevate-wealth.com🔗 Facebook: https://www.facebook.com/elevatewealthadvisory🔗 Instagram: https://www.instagram.com/elevatewealthadvisorySubscribe to our c
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