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Social Security Mistakes Couples Can’t Afford to Miss
About this episode
Social Security is not purely an individual asset. It’s often a family asset.
And when it’s approached thoughtfully, it can, in certain situations, increase projected lifetime income, without requiring additional investment risk or changing your portfolio.
In this episode of Retirement Blueprint, Glen Smith walks through how spousal, survivor, and divorce benefits actually work.
New episodes of Retirement Blueprint weekly!
If you’re curious about how these rules apply specifically to your situation, an educational conversation with your advisor can help clarify your options and identify planning opportunities tailored to your goals. Schedule a conversation if you’d like to review your specific circumstances.
Learn more by visiting gdswealth.com.
Disclosure
GDS Wealth Management is an SEC-registered investment adviser. This content is for educational purposes only and not personalized investment advice. Investing involves risk, including possible loss of principal. No strategy guarantees results. See Form ADV at adviserinfo.sec.gov.
View all episodes
By GDS Wealth ManagementAbout this episode
Social Security is not purely an individual asset. It’s often a family asset.
And when it’s approached thoughtfully, it can, in certain situations, increase projected lifetime income, without requiring additional investment risk or changing your portfolio.
In this episode of Retirement Blueprint, Glen Smith walks through how spousal, survivor, and divorce benefits actually work.
New episodes of Retirement Blueprint weekly!
If you’re curious about how these rules apply specifically to your situation, an educational conversation with your advisor can help clarify your options and identify planning opportunities tailored to your goals. Schedule a conversation if you’d like to review your specific circumstances.
Learn more by visiting gdswealth.com.
Disclosure
GDS Wealth Management is an SEC-registered investment adviser. This content is for educational purposes only and not personalized investment advice. Investing involves risk, including possible loss of principal. No strategy guarantees results. See Form ADV at adviserinfo.sec.gov.