This week, we’re diving into two of the biggest financial topics—Social Security and Medicare—with Bobbi, Tri-Star’s Director of Financial Planning. We break down the best time to file for Social Security, how earnings can impact benefits, and what you need to know about Medicare. Bobbi also shares common mistakes people make, strategies to maximize benefits, and how planning ahead can make all the difference.

Along the way, we chat about travel, blackjack, and why financial planning is more important than ever. Tune in and start securing your financial future!

Comments made are not to be considered endorsements of Tri-Star Trust or its employees. All viewpoints expressed herein belong solely to the commentators, whether or not they are employees or clients, and remain uninfluenced and uncompensated by Tri-Star Trust or any of its affiliates.