Marcia has a lot to say about retirement. She’s frequently invited to write articles about all kinds of retirement topics, Social Security, and Medicare. And, she’s an entertaining guest when talking about retirement or retirement income on podcasts and radio shows.
Lively Conversations on Podcasts
Podcasters are asking Marcia all kinds of retirement questions. Everything from “Is Social Security going to be there for me?” and “Is retirement really different for women?” to “How on earth did you get into this business?”
Enjoy the variety of conversations in Marcia’s Podcast library.
Marcia on Bloomberg’s Quicktake
- Feb 10, 2022: BloombergQT with Scarlet Fu & Madison Mills – Tax Season Organization with Marcia Mantell
- Dec 10, 2021: INFLATION: Why Everything is So Expensive! Recent Numbers Put Into Context for You with Marcia Mantell
- Dec 14, 2021: GOOD GIVING: Last Push for 2021 Charitable Giving, What You Need to Know Now.g with Marcia Mantell
Radio Shows Still Fun
- Aug 22, 2022: Moneyful with Ed Fulbright – Money Matters For Women with Marcia Mantell and Ed Fulbright On Mastering Your Money Radio
- Apr 20, 2020: The James Beach Show in San Francisco –– Grace Under Pressure Lisa Wen Retirement Consultant Marcia Mantell, SFS Radio by jamesbeach
- Mar 24, 2020: Bob Brooks—Prudent Money Radio Show from Dallas— Bob interviews Marcia Mantell about Social Security for Women.
- Plan for Life Podcast with Annalee Kruger –– Planning Your Retirement is NOT a Weekend Project
- WBZ Radio: One of Boston’s top radio stations: Listen to the radio interview with Tina Gao.
- WATD Radio: Need sound retirement advice? Patti Abbate and Tom Foye invite you to listen to our conversation with Marcia Mantell.
- Facebook Live: RealFamilyFinance.com on What’s the Deal with Social Security For Women? Hosted by Linda Hannon
HerMoney with Jean Chatzky
- May 7, 2020: Tempted to file early for social security? Don’t do it before considering these six things by Marcia Mantell
- Aug 21, 2020: What you don’t know about social security can cost you — a Ton featuring Marcia Mantell by Kathryn Tuggle
Sharing Her Perspective in Print
Marcia loves writing everything about retirement. She is passionate about Social Security—and helping people make smart decisions about this important income source. She’s equally passionate about helping near-retirees organize their financial house before retiring. And, wants to help more Financial Advisors understand baby boomers and how they think about retirement.
Read her series of articles published in Life & Health Advisor Magazine and her consumer articles in Retirement Daily on The Street and HerMoney blog.
ThinkAdvisor – Connecting the Dots Column
- Mar 2023: 3 Big Shifts That Transformed Social Security Benefits for Women
- Feb 2023: Beware of Social Security Agents Bearing Lump-Sum Offers
- Nov 2022: Social Security COLA: What Clients Don’t Know Could Lead to a Claiming Mistake
- Sept 2022: Should This Client Claim Social Security Before 70?
- Jun 2022: Avoiding Nasty Surprises in Roth IRA Conversions: A Case Study
- May 2022: How Social Security Spousal Benefits Really Work: A Case Study
- Mar 2022: Social Security Benefits are Taxed. Ouch!
- Jan 2022: The Hidden Hazards of Taking a Social Security Lump Sum
- Nov 2021: Social Security Claiming and the Divorced Spouse, Part 2: Remarriage
- Sept 2021: A Wife Is Left by Her Husband. How Can She Claim on His Social Security?
- Jul 2021: How to Fine-Tune Your Client’s Social Security Claiming Strategy
- Jun 2021:Can You Spot the Social Security Claiming Mistakes, Part 2
- May 2021: Can You Spot the Social Security Claiming Mistakes, Part 1
Life & Health Advisor Magazine – Guest Columns
- May 2023: When Is Social Security Going Bankrupt? Hint: Trick Question
- Apr 2023: Longevity, Women, And Social Security – It’s about more than her
- Nov 2022: Medicare Madness: Prescription Drug Plans, Pricing And Penalties – Modern medicine’s magic often comes with a steep price
- Oct 2022: Medicare Madness: Options for Paying Your Share of Costs – Clients can choose a Medigap Supplemental Plan or Medicare Advantage
- Jul 2022: Medicare Madness: Part B’s Unwanted Houseguest – Set expectations about IRMAA for your high-income clients
- Mar 2022: Medicare Madness: Mistakes & Missteps With Part A
- Nov 2021: Can Debt Derail An Otherwise Sound Retirement Plan?
- Sep 2021: Combating Social Security Skepticism
- May 2021: Clients Over 65 and Still Working? Beware! Social Security and Medicare Collide with Employer Group Health Plans
- Mar 2021: That 401(k) Isn’t All Yours: Time for financial advisors to address the power imbalance for married women
- Nov 2020: Integrating Social Security and Medicare for Early Retirees
- Aug 2020: Celebrating 100 Years of the 19th Amendment & 85 Years of Social Security
- Jul 2020: Missing Out on Higher Social Security Benefits
- May 2020: Social Security Decisions in the COVID-19 Era
- Mar 2020: Walking Down Wall Street In A Woman’s Shoes
- Feb 2020: Women & Social Security, 5 Common, and Avoidable, Missteps
- Oct 2019: Women, Planning and The Reality of Longevity: Are Social Security’s rules, and the benefits, really different for women?
- Sep 2019: Finding Hidden Potential with Middle Market Pre-Retirees
- May 2019: Making Contact, And Making Sense, With The LGBTQ Community: How do traditionally trained advisors connect with a market that has been wholly under-served?
- Feb 2019: Young Advisor and Baby Boomers – Like Oil and Water?
- Dec 2018: Social Security Restricted Application – Still Alive and Well in 2019
- Nov 2018: Advising High Net Worth Clients… and Their Social Security
- Oct 2018: Will Social Security Really Be There for Your Clients’ Retirement Income?
- Sept 2018: Using Social Security Statements as a Decision-Making Tool
- Aug 2018: Social Security: The Foundation For Retirement Income
Articles Written for Retirement Daily on The Street
- Apr 26, 2023: Social Security is NOT going bankrupt
- Mar 28, 2023: Women’s History: The 1990s Were Pivotal for Financial Advances
- Mar 8, 2023: Watch Out for This Social Security Hidden Trap
- Feb 10, 2023: Three Ways to Put Some Fun Into Your Retirement Planning
- Nov 22, 2022: Talkin’ Turkey: Medigap or Medicare Advantage?
- Oct 12, 2022: Nearing 65? Is Medicare Your Only Insurance Option?
- Sep 29, 2022: 2023 Medicare Part B Premiums: Some Welcome Good News (with video)
- Sep 27, 2022: Social Security and State Pensions –A Concerning Trend for Younger Public Sector Workers
- Sep 5, 2022: New Social Security Resources for the LGBTQ+ Community
- Aug 19, 2022: Women’s Financial Security is Still Unequally Controlled
- Jul 21, 2022: Planning for Social Security in Your 60s
- May 10, 2022: Your Social Security Statement: Pros and Cons of the Latest Version
- Mar 25, 2022: Medicare Part D Prescription Drug Cost Analysis: Shocked and Disillusioned (Part 3)
- Mar 11, 2022: Medicare Part D Prescription Drug Cost Analysis: Shocked and Disillusioned (Part 2)
- Mar 8, 2022: 10 Financial “Pearls of Wisdom” from Mothers to their Daughters
- Feb 25, 2022: Medicare Part D Prescription Drug Cost Analysis: Shocked and Disillusioned (Part 1)
- Dec 17, 2021: 12 Tips for Choosing Your Charities
- Nov 24, 2021: Parent PLUS Loans Derailing Retirement
- Nov 19, 2021: 2022 Medicare Part B Premiums Announced
- Sep 28, 2021: The Spousal IRA: Retirement Hope for At-Home Parents During the COVID-19 Crisis
- Aug 9, 2021: What Really Happens if Social Security “Disappears?”
- Jun 23, 2021: EGTRRA Turns 20 – Opportunities for More Retirement Savings
- Jun 14, 2021: Your Credit Score Will Influence your Retirement Choices
- Jun 2, 2021: Realities of Downsizing: Insights and Advice from a Transitions and Moving Expert
- Apr 20, 2021: Build Your Hospital Grab & Go Kit in a Baggie
- Mar 19,2021: Married Couples: Isn’t That My 401(k), Too?
- Feb 22, 2021: Congratulations, You’ve Retired! Now What?
- Dec 30, 2020: 10 Financial Tips for Wrapping Up 2020 (with video interview)
- Nov 21, 2020: Thankful and Grateful for Local Small Businesses
- Nov 17, 2020: 8 Months of COVID – 8 Insights into Retirement
- Sept 22, 2020: Justice Ruth Bader Ginsburg and Your Social Security Benefits: A Heartfelt Thank You (with video interview)
- Sept 15, 2020: Councils on Aging (COAs) Adapt in the Age of COVID-19
- Jul 28, 2020: Happy Birthday! Social Security Turns 85 (with video interview)
- Jul 20, 2020: 4 Reasons to Save Outside of Your 401(k) or 403(b) (with video interview)
- Jun 29, 2020: The Mom Gap Can Lower Your Social Security Benefit (with video interview)
- May 22, 2020: Social Security Is Not Going Bankrupt
- Jan 7, 2020: Is Social Security Really Different for Women?
- Apr 10, 2019: Ask Bob Social Security and Restricted Applications
- Feb 2019: Social Security Benefits when Spouses are Decades Apart
- Jan 2, 2019: 10 Financial Tasks Baby Boomers Should Automate in the New Year
