#14 - Top 5 Things Every Woman Should Know About Social Security
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As Eleanor Roosevelt once said, “A little simplification would be the first step toward rational living, I think”
In this episode, Eric discusses important aspects of Social Security benefits, specifically for women who are looking to financial plan and navigate their portfolios. He covers topics such as social security filing strategies, the three keys to a successful retirement for women, eligibility requirements for benefits, spousal benefits, and survivor benefits, the impact of age on benefits, and challenges faced by business owners in saving for retirement.
Key Highlights:
- Social security as a guaranteed retirement income source that increases annually
- Eligibility requirements for Social Security retirement benefits
- Spousal benefits and eligibility based on spouse's or ex-spouse's work history
- Filing benefits off of a spouse's work history does not reduce benefits
- Choosing benefits if married multiple times for at least ten years each
- And more!
Episode Resources:
➡ Join the Simply Retirement Newsletter
➡ Ask a Question
➡ Social Security Quick Reference Guide for 2024
➡ Savvy Social Security Planning for Women
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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.
All investing involves risk including loss of principal. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.
Information here is provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither Blake Wealth Management, nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of Blake Wealth Management. They do not necessarily represent those of RFG Advisory, their employees, or their clients.