In This Video:

Social Security is a huge decision for retirement and we often see couples make a big mistake about when to claim their benefits. Most people base their claiming strategy around a longevity calculation but couples have an additional factor that they need to be considering.

Things to Consider:

In this video, we’re going to tell you what that factor is, how it could impact your lifestyle, and how to avoid the common mistake being made. Scott will also share a couple hypothetical situations to help you see how the math works and see how we work through the different scenarios with clients.

Here’s some of what we discuss in this episode:

0:00 – Intro

1:07 – Two hypotheticals for survivor benefits

2:57 – How can you avoid this potential mistake?

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