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Are you ready for some thoughtful discussions about how to meet and exceed the rigors of today's retirement industry? Join host Tom Lamendola, Chief Marketing Officer for Financial Independence Group, for a deep dive into the demands of today's retirement industry.

Each episode, Tom will lead a thoughtful discussion with leaders in the financial arena to create a unique show that's designed to serve both financial professionals and everyday investors.

Financial Independence Group (FIG) has been a leader in the financial services space for more than 40 years. Tom Lamendola joined FIG in 2017 and has been responsible for growing high performing teams and challenge organizations to reach their potential for more than 15 years.

Questions for Tom? Want to be a guest? Inquire at tom.lamendola@figmarketing.com or by calling 800-527-1155.

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  2. Important Social Security Changes in 2025 with Hamilton Morales

Important Social Security Changes in 2025 with Hamilton Morales

Apr 25, 2025

Today, Hamilton Morales, Senior ​VP and ​Social ​Security ​Strategist ​at FIG, is taking over as host to walk through some important Social Security changes taking place in 2025.

He explains the newly signed Social Security Fairness Act, which eliminates the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO). This change restores full Social Security benefits to millions of public sector workers who were previously penalized and even offers retroactive payments dating back to January 2024.

He also covers important annual updates, including higher taxable wage bases, earnings limits for early retirees, and the new cost-of-living adjustment (COLA). Plus, he previews potential legislation that could eliminate taxes on tips, overtime, and Social Security benefits altogether, while raising important questions about how to protect Social Security’s long-term solvency.

 

Here’s some of what we discuss in this episode:

📈 Important 2024 and 2025 Social Security changes

🏛️ What is the Social Security Fairness Act?

📉 Impact of eliminating WEP and GPO penalties

💵 Future push for no tax on tips, overtime, and benefits

🛠️ How future reforms could affect Social Security solvency

 

Learn About FIG: https://www.figmarketing.com 

800-527-1155