Retirement Answer Man

How will Social Security benefits fit into your retirement equation? If you have a spouse, there is an added level of complexity when considering your Social Security claiming strategy. 

We explore this topic and more through listener questions on today’s episode of Retirement Answer Man. Learn what to consider and how to approach the Social Security question by pressing play.

OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN

LISTENER QUESTIONS

  • [3:49] Kathy shares Soaring Spirits International – a widows' group
  • [4:33] Claiming Social Security strategies
  • [9:55] Non-qualified stock options
  • [18:39] Simplifying your investments going into retirement

BRING IT ON

  • [32:19] Having passions or projects to drive you
  • [35:09] Plan your days in retirement

TODAY’S SMART SPRINT SEGMENT

  • [36:47] Declutter one thing

Resources Mentioned In This Episode

Soaring Spirits International

SSA.gov

Rock Retirement Club

Roger’s YouTube Channel - Roger That

BOOK - Rock Retirement  by Roger Whitney

Roger’s Retirement Learning Center

Direct download: RAM484.mp3
Category:general -- posted at: 2:00am CDT