Social Security & Medicare Planning:
Taking Optimal Advantage of Government Benefits

Recently Released!!!
Date Published: October 19, 2022
Summary PowerPoint Deck: 300 Slides

Reference PowerPoint Deck: 743 Slides

The purpose of this research is to provide readers with a comprehensive understanding of Social Security & Medicare planning, including Social Security planning and Medicare & Medicaid planning. This research is part of Tiburon's broader coverage of financial planning.

This research starts with a context setting chapter, and then addresses the key historical phases of Social Security & Medicare planning, including:

  • Early Phase
  • Middle Phase
  • Specialized Technology Phase

This research defines the key Social Security & Medicare planning services, including:

  • Social Security Planning
  • Medicare & Medicaid Planning

And this research makes several future predictions for Social Security & Medicare planning, including: 

  • Substantial Growth in Social Security & Medicare Planning
  • Fastest Growth in Social Security Planning
Member Access

Tiburon Members & individual research subscribers may click on any of the icons below to access any part of this research. The most widely utilized parts are the Key Findings (think factoids), Podcast Presentation, and Summary PowerPoint deck.

Table of Contents Summary
PowerPoint Deck
Key Findings Reference
PowerPoint Deck
Podcast Presentation Excel Data Sheet
Public Access

Please click on the Table of Contents icon below to see more details of this research.

Table of Contents

Media Access

Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.

Media Access

Tiburon Research Subscriptions


If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at
SSage@TiburonAdvisors.Com or 415-789-2540.