In this episode of the Functional Retirement Podcast, host Thatcher Taylor delves into the rules surrounding spousal benefits and two specific strategies for maximizing them in retirement. He explains the scenarios of a spouse taking the spousal benefit early and switching to their benefit later, as well as a spouse taking their benefit early and later taking the spousal benefit. Thatcher emphasizes the importance of understanding these strategies to potentially gain thousands of dollars in retirement. Please note that the host is currently recovering from surgery, hence the unusual background.

www.propathfinancial.com/post/spousalbenefits

💵 Worried about retirement income? You're not alone! But there's a secret weapon you might not know about spousal benefits. This episode discusses 2 separate strategies that are often confused. One works and one doesn't.

⌛Don't miss out on this golden opportunity! Learn the rules, the timing, and the potential rewards of smart retirement moves. Whether you're planning ahead or already drawing benefits, this episode is your guide to maximizing your joint income in the golden years.

✅Contact Thatcher at [email protected] with comments and questions!

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DISCLAIMER: The information provided in these episodes is only to be considered helpful hints and education. Nothing said or shown is to be misconstrued as specific tax, legal, or investment advice. Consult with your tax, legal, or investment professional before acting on anything you see in these videos.

​​Investment Advisory Services are offered through ProPath Financial, a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed in this podcast should be viewed as investment advice.