Big Picture Retirement®

Encore: 6 Social Security Mistakes That Can Damage Your Retirement


Listen Later

In today's encore episode, we're talking about how to avoid the six most common Social Security mistakes. Some of these mistakes can be easily corrected. However, others can result in long-term or even permanent damage.

In today's episode, John and I talk about:

  • Small missteps that cause overpayment notices
  • Miscalculating spousal and survivor benefits
  • Avoidable earning's record errors
  • The Social Security tax bomb
  • Relying on the SSA for your advice
  • Using software to make decisions

Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms.

Contact Devin's team at https://www.carrolladvisory.com/ Contact John's team at https://www.rossandshoalmire.com/

...more
View all episodesView all episodes
Download on the App Store

Big Picture Retirement®By Devin Carroll, CFP® & John Ross, JD

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

523 ratings


More shows like Big Picture Retirement®

View all
Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,952 Listeners

Sound Retirement Radio by Jason Parker

Sound Retirement Radio

450 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

814 Listeners

Talking Real Money - Investing Talk by Don McDonald

Talking Real Money - Investing Talk

792 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,315 Listeners

Retire Sooner with Wes Moss by Wes Moss

Retire Sooner with Wes Moss

453 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

542 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

752 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

698 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

599 Listeners

Sound Investing by Paul Merriman

Sound Investing

348 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

828 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

199 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

597 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

1,061 Listeners