Social Security Is Too Valuable to Leave Unplanned - Claiming Strategies, Spousal Benefits & Survivor Income episode artwork

EPISODE · Aug 21, 2026 · 47 MIN

Social Security Is Too Valuable to Leave Unplanned - Claiming Strategies, Spousal Benefits & Survivor Income

from Take Point on Retirement · host Erick Arnett

Social Security can provide dependable income for life, but the amount retirees receive depends heavily on the decisions they make before filing…Claiming age, marital status, work history, taxes, and survivor needs can all affect how Social Security supports a household throughout retirement. This week, Financial Advisor Erick Arnett explores an essential question for retirees and pre-retirees: How can a thoughtful claiming strategy help you make the most of one of your most valuable retirement assets? Plus, Erick explains how Social Security is more than just a benefits check, plus, what is the best age to claim? Enjoying the podcast? Leave a 5-star rating and review - it helps more people find the show! Don’t miss this episode if you’re looking to further secure your financial future. Make sure to subscribe to Take Point on Retirement for more episodes and leave us a review! Have questions about retirement planning, financial planning, 401(k) analysis, and portfolio management? Connect with Erick and Jim and the topic could be featured in future episodes! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge. --- 📻 Listen LIVE every Saturday at 7:30 AM ET and Sunday at 8:30 AM ET on News + Talk 99.9 WXJB: https://www.wxjbfm.com/ 🌐 Visit our website: https://takepointwealth.com/ 🎧 Listen to the podcast: https://takepointwealth.podbean.com/ 📺 Subscribe on YouTube: https://www.youtube.com/@TakePointOnRetirement --- 📞Connect with Erick Arnett: Phone (Tampa Bay) --- (352) 707-2889 Phone (Nationwide Clients) --- (888) 991-1287 Email --- [email protected] Website --- https://takepointwealth.com/ LinkedIn --- https://www.linkedin.com/in/erick-jon-arnett-4b3bbb7   👍 Like, Comment, and Subscribe for more content on retirement planning, financial planning, 401(k) analysis, and portfolio management --- Erick and his team are experienced independent investment and tax advisors who have been helping individuals, families, and business owners for over 20 years. They work to help clients pursue their financial goals and work toward financial freedom. Erick is most proud of his military service and the values, ethics, and principles he learned as a soldier serving his country. He chose the name Take Point Wealth Management to honor fallen comrades and the soldiers and leaders still serving today. Erick feels a sense of duty to help protect those around him. He and his team believe in helping clients pursue financial freedom by taking point and leading retirees into retirement. Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies.  

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Social Security Is Too Valuable to Leave Unplanned - Claiming Strategies, Spousal Benefits & Survivor Income

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