
Last week, I explained why waiting until 70 to claim Social Security deserves a closer look, even when it makes sense on paper. Weighing that decision depends on understanding how the program works. And a few common assumptions can make that harder than it needs to be. They can influence when you retire, how you plan for taxes, and what your spouse may receive down the road. In this episode, I'm walking through 7 common Social Security myths and where the confusion comes from. Here's what you'll learn: → What the trust fund's projected shortfall may (and may not) mean for your benefits → How your benefit is calculated, and why high earners often misjudge it → 3 options that may still be available if you've already claimed early Whether you're years away from claiming or already collecting, a clearer picture of the rules can make it easier to choose an approach that fits the rest of your retirement plan. *** 📆 Book a Call With Our Team: Your retirement involves complex, interconnected decisions—taxes, income, healthcare, estate planning, investments. See how they fit together in one coordinated strategy built around your numbers. 👉 Learn More and Book a Call Here *** Episode Resources: → Grab the Episode Show Notes → Get Your FREE Tax-Smart Retirement Toolkit → Learn About the Total Retirement System™
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.

The Case for Claiming Social Security Early (Even If You Can Afford to Wait)

Why Your Charitable Deduction Can Disappear (Even With a Receipt)

3 Things RMD Timing Actually Affects (And How to Choose Your Schedule)

Are You Really Behind on Retirement? 2 Studies Disagree (46% vs. Under 20%)
Free AI-powered recaps of Stay Wealthy Retirement Podcast and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.