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How Should Spouses Claim Their Social Security Benefits? episode artwork

EPISODE · Apr 26, 2023 · 38 MIN

How Should Spouses Claim Their Social Security Benefits?

from Retirement Answer Man · host Roger Whitney, CFP®, CIMA®, RMA, CPWA®

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 retirementBRING IT ON [32:19] Having passions or projects to drive you[35:09] Plan your days in retirementTODAY’S SMART SPRINT SEGMENT [36:47] Declutter one thingResources Mentioned In This Episode Soaring Spirits InternationalSSA.govRock Retirement ClubRoger’s YouTube Channel - Roger ThatBOOK - Rock Retirement by Roger WhitneyRoger’s Retirement Learning Center

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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...

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How Should Spouses Claim Their Social Security Benefits?

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How long is this episode of Retirement Answer Man?

This episode is 38 minutes long.

When was this Retirement Answer Man episode published?

This episode was published on April 26, 2023.

What is this episode about?

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...

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