Alliance of Comprehensive Planners (ACP) member Joseph Alfonso, CFP®, ChFC, EA, founder and principal of Aegis Financial Advisory, will be a featured guest on “Your Money” on Tuesday, May 26, 2015, at 5:30 PM EDT. The show is broadcast on SirusXM Business Radio Channel 111, powered by the University of Pennsylvania Wharton School. “Your Money,” hosted by Wharton Professor Kent Smetters, provides practical advice on personal finance and discusses how financial news affects you. Alfonso will answer questions on-air regarding Social Security.

“Good Social Security planning is the foundation for good retirement planning,” Alfonso said. “Unfortunately, the Social Security system is complex and there are few resources available to help individuals use the rules to make good claiming decisions. I look forward to appearing on ‘Your Money’ to discuss key aspects of Social Security and take listener calls about their individual concerns.”

The claiming decisions Social Security recipients make are crucial and have lifelong consequences. Failing to make the right decision can literally cost tens of thousands of dollars in lost lifetime income.

Alfonso is a Certified Financial Planner™ professional specializing in Social Security planning. He works with individuals and married couples to help them make optimal benefit-claiming choices within the context of a comprehensive retirement income strategy.

As an ACP member, Alfonso follows the ACP System™, a modular process for delivering ongoing comprehensive financial-planning advice. Members work with their clients on each aspect of their financial life, including goals and values, taxes, estate planning, Social Security, portfolio analysis, and more.

“We are very pleased that Joe is able to share his knowledge of Social Security with the ‘Your Money’ audience,” said Kathleen McCasland, ACP executive director. “His expertise can really change the game for individuals struggling to understand the system. ACP is a unique network of financial planners who really focus on being fiduciaries and putting client needs first, and Joe is a great representative for our community.

If you have questions about Social Security, tune in to ‘Your Money’ on May 26.


Aegis Financial Advisory is a Portland, Oregon, and San Francisco Bay area fee-only financial-planning firm specializing in retirement planning for pre-retiree couples. AFA specializes in Social Security and retirement income planning and taxation. Contact AFA to learn how they can help you fully enjoy your life in retirement free from the worry of ever running out of money.