social security Archives - Cornerstone Wealth Strategies

Preparing for Retirement Webinar

Post author:Joel Ockey
Post published:July 30, 2026
Post category:Financial Planning Investing Retirement Social Security Taxation Video

Planning for retirement starts long before your retirement date. In this webinar, retirement planning expert Joel Ockey reviews key considerations for individuals who are 5-7 years from retirement, including budgeting, retirement income sources, Social Security options, pension decisions, Medicare planning, and important retirement milestones. This recorded session provides an overview of the decisions and timelines that can help support a smoother transition into retirement.

Basics of Social Security

Post author:Tyler Scott
Post published:February 5, 2026
Post category:Education Social Security Video

Understanding how Social Security works is a critical part of building your retirement plan. Our Basics of Social Security webinar presented by Tyler Scott provides a clear, accessible overview of how the system functions, what factors impact your benefits, and how to make smart claiming decisions that support your long‑term financial goals.

Income Planning

Post author:Tyler Scott
Post published:July 7, 2023
Post category:Financial Planning Retirement Video

In this episode, Certified Financial Planner Tyler Scott breaks down the essentials of income planning—the art of recreating your paycheck in retirement. From identifying your essential vs. discretionary expenses to coordinating income from 401(k)s, Roth IRAs, Social Security, and pensions, Tyler explains how to build a flexible, tax-efficient plan that supports your lifestyle through market ups and downs.