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How Should Spouses Claim Their Social Security Benefits?

How Should Spouses Claim Their Social Security Benefits?

FromRetirement Answer Man


How Should Spouses Claim Their Social Security Benefits?

FromRetirement Answer Man

ratings:
Length:
39 minutes
Released:
Apr 26, 2023
Format:
Podcast episode

Description

How will Social Security benefits fit into your retirement equation? If you have a spouse, there is an added level of complexity when considering your Social Security claiming strategy.  We explore this topic and more through listener questions on today’s episode of Retirement Answer Man. Learn what to consider and how to approach the Social Security question by pressing play. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS [3:49] Kathy shares Soaring Spirits International – a widows' group [4:33] Claiming Social Security strategies [9:55] Non-qualified stock options [18:39] Simplifying your investments going into retirement BRING IT ON [32:19] Having passions or projects to drive you [35:09] Plan your days in retirement TODAY’S SMART SPRINT SEGMENT [36:47] Declutter one thing Resources Mentioned In This Episode Soaring Spirits International SSA.gov Rock Retirement Club Roger’s YouTube Channel - Roger That BOOK - Rock Retirement  by Roger Whitney Roger’s Retirement Learning Center
Released:
Apr 26, 2023
Format:
Podcast episode

Titles in the series (100)

A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, AIF® guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax management in retirement as well as retirement travel and other non-financial issues you'll need to address to rock retirement. Retirement isn’t an age OR a financial number. It’s finding that balance between living well today and feeling confident about your retirement. It’s about gaining more freedom to pursue the life you want. Join the rock retirement community at www.rogerwhitney.com