Social Security claiming strategies can vary greatly depending on family dynamics. This episode explores how different family situations, such as those with a stay-at-home spouse or a blended family, could impact when and how to claim Social Security benefits to help maximize your retirement income.
Frank’s key takeaway for listeners: don’t rely on Google to tell you when to claim Social Security. Whether you’re in a single or dual income household, your strategy may differ from others. Tune in as Frank discusses the important factors to consider in order to make a well-informed decision that aligns with your unique circumstances!
Here’s what we discuss in this episode:
0:00 – Intro
1:10 – The broad view
3:13 – Single-income household considerations
6:36 – Blended family considerations
8:03 – The importance of a plan
Frank’s Social Security Guide:
https://www.oliverassetmanagement.com/resources#GuidesandCheatSheets
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