If you want to know when you should take Social Security watch this video!
Be sure to go to Zacc's free Financial Education Platform here:
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Erik@TheRetirementNerds.com
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This video is NOT sponsored.
The Retirement Nerds is the no-cost educational platform and serves to offer information around Medicare, Social Security, Financial Planning, and Estate Planning.
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Send me a message!
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Erik@TheRetirementNerds.com
⏰ TIME CODES ⏰
0:00 Rules of Thumb Problem
0:14 Zacc Introduction
0:40 Beware Absolutes
3:40 What's on the Menu?
7:00 Important Terms & Acronyms
11:57 Spousal Benefits Rules
23:40 Divorced Spousal Benefit Rules
28:48 Deceased Spouse - Survivor Benefits
37:49 Survivor Benefits and Remarriage
41:50 Survivor Benefits & Ex Spouses
43:19 The Menu Recap
44:28 3 Separate Strategies Based on Time
45:53 Breakeven Analysis on Steroids
56:37 What if Social Security Disappears?
1:03:17 When Should YOU Take Social Security?
1:08:07 Still Working with SS Benefits
1:11:28 Taxing Social Security Income
1:20:22 Role of an Advisor
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This podcast is intended for informational purposes only, and is not a substitute for personal advice from Capita. This is not a recommendation, offer, or solicitation to buy or sell any security. Past performance is not indicative of future results. There can be no assurance that investment objectives will be achieved.
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