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“The Social Security Fairness Act ensures fairness for public servants who planned wisely in their careers — they should never be penalized for planning well.”

⌚ Timestamps

0:00 – Introduction: What Is the Social Security Fairness Act?
0:36 – Storytime: From VCRs and Blockbuster to Uncle Joe’s Last Acts
2:08 – What Were WEP & GPO and Why Did They Exist?
3:24 – Who Was Impacted: CSRS, Teachers, Police, Fire, Railroad Employees
5:10 – Real-Life Examples: Clients and Back Payments (e.g., “Patty P.”)
11:52 – When Did It Take Effect? (January 1, 2025)
12:14 – SERS Offset Cases: How They Were Finally Fixed
13:25 – Real-Life Wins: Who Benefited and Why It Matters
13:50 – Health Tip: Surround Yourself with Healthy Influences
14:53 – Couples Who Sweat Together Stay Together—Working Out with Loved Ones
19:07 – Closing Thoughts and How to Get More from CD Financial
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Advisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.
Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.

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