EPISODE · Jan 15, 2026 · 6 MIN
The Critical Mistakes Couples Make When Claiming Social Security Benefits
from Wealth Decisions by Brian
Takeaways:Married couples must collaboratively decide on Social Security claiming strategies to maximize benefits.Failing to coordinate Social Security claims can result in significant financial losses for couples over time.The higher earner's decision regarding Social Security affects the surviving spouse's future income substantially.To optimize financial outcomes, couples should consider their age gap and health status when planning Social Security claims.To schedule a Discovery Call go to: https://www.momentouswealthadvisors.com/contactGet Your Risk Number by taking the FREE RISK ASSESSMENT: https://pro.riskalyze.com/embed/da35a673b96655a2f2b1Pick up a copy of my book "Momentous Decisions: 7 Steps to Better Health, More Wealth, and a Richer Life" at:https://www.momentouswealthadvisors.com/book Brian D Muller(AAMS©), Founder, Wealth Advisor Podcast Disclaimer The Wealth Decisions Podcast is provided solely for general information purposes and should not be construed as accounting, legal, tax, or any other professional advice. Visitors are advised not to act upon the information or content found here without first seeking appropriate guidance from a qualified accountant, financial planner, lawyer, or other relevant professional. Any hypothetical performance is just that, and there is no guarantee that you will receive a specific average rate of return in any examples in this podcast. THE BASICS OF RETIREMENT PLANNING Retirement planning has several steps, with the end goal of having enough money to quit working and live your version of a richer life. My goal is to help people make better wealth decisions along their financial journey so they can retire and stay comfortably retired
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The Critical Mistakes Couples Make When Claiming Social Security Benefits
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