Episode 9 - Social Security

from Building Wealthy Habits · host TriCord Advisors

In this episode of Building Wealthy Habits, Randy Barkley and Laura Lee dive into Social Security benefits and planning, explaining eligibility requirements, the impact of starting benefits early vs late, and how benefits are calculated for spouses and survivors. They discuss how other retirement income like pensions and 401ks interact with Social Security. The podcast provides valuable insights on maximizing Social Security income through strategic planning and when benefits may be subject to taxation. Overall, it's an informative discussion on navigating the complexities of Social Security in retirement. This week on Building Wealthy Habits: Social Security concerns for different generations. (0:03) Social Security benefits and eligibility. (3:17) Social Security benefits for widows/widowers and divorcees. (9:21) Social Security benefits and retirement income. (15:05) Social Security planning and tax implications. (20:39) Social Security taxation and retirement planning. (24:07) Connect with Randy: LinkedIn: https://www.linkedin.com/in/rkbarkley/ Email: [email protected] Connect with Laura: LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/ Email: [email protected]

Episode metadata supplied by the publisher feed · Published Mar 12, 2024

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Episode 9 - Social Security

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