First 2027 Social Security COLA Estimates Are Out | Heres What They Say [ssOUaLXd8DJ]
✅ Need Medicare Help? Get FREE personalized guidance from our trusted partner Chapter — they represent all major plans and will help you find the one that’s right for YOU. 📞 Call Now: 440-703-1224 The first 2027 Social Security COLA estimate is out. We explain what factors influence the final number, why retirees are losing buying power, and what steps you can take now to better protect your income. CHAPTERS 0:00 The First 2027 COLA Estimate Is Here 0:12 Channel Intro and Why COLA Matters 0:58 Why Retirees Track COLA Early 1:23 Midyear Estimates Explained (TSCL) 2:03 How COLA Is Actually Calculated 3:37 Why CPI-W Doesn’t Reflect Retirees 4:51 2027 COLA Estimate: 2.8% to 3.1% 6:17 Sponsor - Medicare Planning with Chapter 7:03 What 2.8% Means in Real Dollars 8:03 The Real Problem: Lost Buying Power 10:03 How to Maximize Your Social Security 12:06 Final Takeaway - The Gap That Matters _____________________________________ ✅ 100% FREE DOWNLOADS - (NO CREDIT CARD, NO PHONE NUMBER) Take Our 2 Minute Retirement Readiness Quiz Receive Our Free 12 Page Custom Report e-mailed instantly: 2026 Social Security Quick Guide 1 Page Report e-mailed instantly: Note: You will also be added to our list and receive free tips, tricks and other useful information by email a few times per week. Of course you can unsubscribe at any time. _____________________________________ ✅ GET GEOFF’S COURSE, SOCIAL SECURITY SIMPLIFIED Confused about how Social Security works for you? Go from beginner to confident in under 5 hours with our course: Social Security Simplified. Get $60 off with coupon code: 60OFF _____________________________________ ✅ COMPANIES WE SUPPORT AND SPONSOR BOLDIN If you're still using spreadsheets for your financial planning, you're doing it the HARD WAY. Check out the best planning software I've found - BOLDIN (prev. NewRetirement) personal financial planning software. Free 2 week trial and $12 mo ($144/yr after). I use it and recommend it. Use this link to try Boldin for free for 2 weeks: Please note: On this channel we only have 3 affiliate relationships. Chapter and Boldin are two of the three. If you purchase their product or use their service, we receive a small fee. This does not increase your cost. Affiliates help us pay for the cost to operate the channel/ _____________________________________ OTHER IMPORTANT LINKS: Follow Me on Instagram: Geoff's Facebook Page: Federal Reserve Board Survey of Consumer Finances: Social Security Administration Application for Benefits Geoffrey Schmidt, CPA Bio: Geoff Schmidt is a CPA who specializes in personal financial education for those approaching or in Retirement. Geoff spends 100% of this time on financial education through social media. Legal disclaimer: Chapter Advisory, LLC (“Chapter”) is a private health insurance agency. In California, Chapter does business as Chapter Insurance Services (Lic. No. 6003691). Chapter is not affiliated with or endorsed by any government entity. While Chapter has a database of every Medicare plan option nationwide and can help you to search among all options, it has contracts with many but not all plans. As a result, Chapter does not offer every plan available in your area. Currently, Chapter represents 50 organizations which offer 18,601 products nationwide. You can contact a licensed Chapter agent to find out the number of products available in your specific area. Please contact Medicare.gov, 1-800-Medicare, or your local State Health Insurance Program (SHIP) to get information on all of your options. Enrollment in a plan may be limited to certain times of the year unless you qualify for a Special Enrollment Period or you are in your Medicare Initial Enrollment Period. Average potential savings are based on realized premium, co-pay, and out of pocket savings estimates self-reported by consumers that worked with Chapter Advisory LLC to enroll in a Medicare Supplement, Medicare Advantage, and/or Part D Prescription Drug Plan. The average is limited to consumers that chose to self-report. Savings information is subject to periodic updates and corrections. There is no guarantee of savings and any savings may vary by policy type, state, or other factors. Channel Disclaimer: this video is for educational and entertainment purposes only and is not meant to be a substitute for legal, accounting, tax, or professional advice. If you have any specific questions about any legal, accounting, tax or other professional service matter you should consult the appropriate professional services provider. Holy Schmidt! is not affiliated with the Social Security Administration, Centers for Medicare & Medicaid Services or any government agency.