How and When to Claim Social Security Benefits

The Secure Retirement Method Podcast

English - April 07, 2021 05:00 - 49 minutes - 90.8 MB - ★★★★★ - 5 ratings
Investing Business annuities insurance retirementplanning Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Bonnie Bevis | Retiring From a Career in Public Service

Next Episode: How to Pay for Health Care in Retirement

This week, I’m joined by fellow North Florida Financial advisor, April Schoen, for a live seminar on Social Security. Over the course of the seminar, we're going to be talking about how social security works, what you need to know around the program, different payment scenarios, and also issues that surround the program. April and I have over 50 years of combined experience in retirement planning and we’ll be using that knowledge today to discuss Social Security with retirement in mind.

We dive deep into how to claim Social Security benefits, as well as:

How and why Social Security was formedHow Social Security is funded todayWhere to see your statement to view your current benefits and earnings historySpousal, widow, and widower benefitsThe big changes made in 2015, including restricted applicationAnd more