E10: Maximizing Your Social Security Benefits: Part 2

Retiree Benefits

If you caught last week’s show, you know I was talking about Social Security, some of its nuances, and the importance of that program. That episode was the first part, and today we’re going to finish our little two-part mini-series on Social Security. Specifically, I’m going to talk about when to begin retiree benefits and how to best understand spousal benefits when it comes to Social Security.

Like last week’s episode, I promise I will do my best to keep this episode light, as the topic can be confusing. But again, ultimately, my goal is to give you at least a high-level understanding of these Social Security topics, so you have just a little bit more confidence and clarity as you think about your future use of Social Security as a foundational component of your retirement income plan.

So, let’s get started.

Episode Highlights

[02:05] Understanding when to claim Social Security retiree benefits.

[05:48] Estimating life expectancy and its impact on Social Security.

[10:21] Navigating the earned income test and tax implications.

[14:50] Exploring Social Security spousal benefits.

[17:38] Claiming strategies for married couples.

Looking for more financial planning tips and resources for CRNAs? Check out the MoneyRx for CRNAs Podcast home page for additional podcast episodes.

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