The Financial Call

Guided Path 2-3 Spousal Strategies with Michael Littledike


Listen Later

Benefits can be confusing when it comes to knowing what's available and how to get them.

 

For spouses, there are benefits and strategies that not everyone knows about, and once you know them, it's crucial to understand their details to maximize them.

 

In this episode, Michael Littledike, Founder and CEO of Capita Financial Network, talks with Zacc Call and Laura Hadley to help people understand the Social Security spousal benefits and clarify the most common mistakes they see regarding this topic.

 

Zacc, Laura, and Michael discuss:

 

  • How a spouse is entitled to get half of the other spouse's Primary Insurance Amount (PIA) at full retirement 
  • What happens to the PIA if the primary worker or the spouse takes their benefits before or after their full retirement age
  • How a divorced spouse can receive benefits out of that marriage if it lasted for at least ten years
  • The importance of knowing your personal benefits before applying for others
  • The cost of living adjustment on spousal benefits to keep up with inflation
  • And more

 

Connect With Capita Financial Network:

 

  • [email protected]
  • [email protected]
  • (801) 566-5058
  • Capita Financial Network
  • LinkedIn: Zaccary Call 
  • LinkedIn: Laura Hadley
  • LinkedIn: Capita Financial Network
  • Facebook: Capita Financial Network

 

Connect with Michael Littledike:

 

  • LinkedIn: Michael Littledike
  • Capita Financial Network
...more
View all episodesView all episodes
Download on the App Store

The Financial CallBy Zacc Call

  • 5
  • 5
  • 5
  • 5
  • 5

5

84 ratings


More shows like The Financial Call

View all
The Ramsey Show by Ramsey Network

The Ramsey Show

38,742 Listeners

Marketplace by Marketplace

Marketplace

8,659 Listeners

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

Retirement Answer Man

1,290 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

564 Listeners

The Long View by Morningstar

The Long View

884 Listeners

Verdict with Ted Cruz by Premiere Networks

Verdict with Ted Cruz

44,312 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

790 Listeners

followHIM by Hank Smith & John Bytheway

followHIM

10,422 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)

36 Listeners

Huberman Lab by Scicomm Media

Huberman Lab

28,304 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

727 Listeners

Your Money Guide on the Side by Tyler Gardner

Your Money Guide on the Side

571 Listeners