Emotional Wealth

Part I: What's Important To Know About Social Security?


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Emotional Wealth Podcast - #1 Social Security, by Lon W. Broske, CFS®, CFP® .

This podcast "What's Important To Know About Social Security," will walk you through the basics and give you some insight and strategies on how and when might be a good time to consider filing for your Social Security Benefits.

Here is What You'll Learn

  • How can you coordinate spousal benefits & Survivor Benefits? (Three Opportunities to maximize benefits)
  • How many people are receiving Social Security?
  • Who receives Social Security?
  • Longevity: What does this mean for your future as we live longer and longer?
  • Important Terms & Definitions:
  • Primary Insurance Amount (PIA)
  • Full Retirement Age (FRA)
  • Windfall Elimination Period (WEP)
...more
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Emotional WealthBy Lon W Broske, CFS®, CFP®

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