Making Sense of Social Security
Update: 2025-04-17
Description
In this episode of Boldin Your Money, host Steve Chen sits down with financial advisor and YouTube creator Devin Carroll, the mind behind Social Security Intelligence and the book Social Security Basics. Devin shares his journey from tire salesman to financial planner, and how a curiosity about Social Security turned into a mission—and a media platform reaching millions. The conversation covers the evolution of financial advice, Social Security reform, building trust in a digital world, and why education is the foundation of confidence. Devin also opens up about how he uses content to grow his advisory firm and what the future of planning, media, and AI means for both advisors and everyday savers.
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