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WealthGrow by Wharton Investment Consultants - A Brief intro to Social Security and Medicare

A Brief intro to Social Security and Medicare

04/16/25 • 7 min

WealthGrow by Wharton Investment Consultants

Social Security and Medicare.

These programs can seem complicated, but they’re super important — whether you’re nearing retirement, helping your parents figure things out, or just planning for your future. So, let’s break it all down in plain English. No jargon. No stress.

WealthGrow - By Wharton Investment Consultants 5010 Canby Drive, Wilmington DE 19808 Tel: 302-239-2111
Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA, SIPC, a broker/dealer and a Registered Investment Advisor Cetera is under separate ownership from any other named entity.

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Social Security and Medicare.

These programs can seem complicated, but they’re super important — whether you’re nearing retirement, helping your parents figure things out, or just planning for your future. So, let’s break it all down in plain English. No jargon. No stress.

WealthGrow - By Wharton Investment Consultants 5010 Canby Drive, Wilmington DE 19808 Tel: 302-239-2111
Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA, SIPC, a broker/dealer and a Registered Investment Advisor Cetera is under separate ownership from any other named entity.

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WealthGrow - By Wharton Investment Consultants 5010 Canby Drive, Wilmington DE 19808 Tel: 302-239-2111
Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA, SIPC, a broker/dealer and a Registered Investment Advisor Cetera is under separate ownership from any other named entity.

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WealthGrow - By Wharton Investment Consultants 5010 Canby Drive, Wilmington DE 19808 Tel: 302-239-2111
Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA, SIPC, a broker/dealer and a Registered Investment Advisor Cetera is under separate ownership from any other named entity.

WealthGrow by Wharton Investment Consultants - A Brief intro to Social Security and Medicare

Transcript

[00:00:00]
Speaker 1: Hello, and welcome back to our Wealth Grow podcast,
[00:00:03]
Speaker 1: where we make sense of all the financial stuff that usually sounds
like
a headache.
[00:00:08]
Speaker 1: I'm Stuart Cameron,
[00:00:10]
Speaker 1: OSJ branch manager and financial advisor
[00:00:13]
Speaker 1: with Wharton Investment Consultants.
[00:00:16]
Speaker 1: And today, we're tackling two big
[00:00:18]
Speaker 1: topics,
Social Security
[

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