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The Social Security Puzzle: When Should Couples Claim?

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Manage episode 502536453 series 3561331
Content provided by Impact Partnership and Frankie Guida. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Frankie Guida or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

When should you claim Social Security—and how does your spouse factor in? Frank and Frankie Guida break down the complexities of spousal benefits, timing strategies, and real-life scenarios that could impact your retirement income. From survivor benefits to portfolio coordination, they explore how couples can make smarter decisions about when and how to file. Plus, hear how one couple’s plan added over $500K in lifetime benefits by waiting just a few years.

Schedule a complimentary appointment: A Better Way Financial

CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops.

Read our book! Amazon Best Seller, The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”

Follow us on social media: Facebook | LinkedIn | YouTube

See omnystudio.com/listener for privacy information.

  continue reading

210 episodes

Artwork
iconShare
 
Manage episode 502536453 series 3561331
Content provided by Impact Partnership and Frankie Guida. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Frankie Guida or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

When should you claim Social Security—and how does your spouse factor in? Frank and Frankie Guida break down the complexities of spousal benefits, timing strategies, and real-life scenarios that could impact your retirement income. From survivor benefits to portfolio coordination, they explore how couples can make smarter decisions about when and how to file. Plus, hear how one couple’s plan added over $500K in lifetime benefits by waiting just a few years.

Schedule a complimentary appointment: A Better Way Financial

CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops.

Read our book! Amazon Best Seller, The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”

Follow us on social media: Facebook | LinkedIn | YouTube

See omnystudio.com/listener for privacy information.

  continue reading

210 episodes

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