))
Part II: What's Important To Know About Social Security?
Manage episode 273856958 series 2796729
Content provided by Lon W Broske, CFS®, CFP® and Lon W Broske. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lon W Broske, CFS®, CFP® and Lon W Broske or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Part II of this Emotional Wealth podcast titled, "What's Important To Know About Social Security," will walk you through the options and strategies available to you on a Individual, Spouse, and Survivor Benefit level along with concrete examples to help you navigate through this complex issue so you feel confident when it's ready to file for your Social Security Benefits.
Here is What You'll Learn:
3 Stages & Strategy Options
Deciding when is a good time to collect Social Security
Strategy 1: Benefit Options for Couples
Discuss and evaluate available options to determine when to file for benefits.
Options: 3 Stages for filing
Stage 1: Filing Early
Stage 2: Full Retirement Age (FRA)
Stage 3: Delayed Credits
Strategy 2: Survivor Benefit Options
Why do Survivor benefits work best if one spouse is expected to outlive the other.
Some general rules to keep in mind
20 episodes
Share
