The Capital Stewards Podcast

When Should I Claim Social Security?


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Today we’re diving deep into one of the most important—and often misunderstood—pillars of retirement planning: Social Security.

Whether you’re a few years from retirement or already mapping out your retirement income strategy, understanding how Social Security works—and how to optimize it—can make a six-figure difference over your lifetime. We’ll cover everything from when to claim to spousal benefits to tax implications. So Lets Dive in.

Any commentary is provided for general information and educational purposes only and should not be construed as specific investment, tax or legal advice. Instead, readers should make an independent assessment of the information and determine if any content mentioned  is appropriate for their personal situation. Past performance of market results is no assurance of future performance. This information has been obtained from sources deemed reliable but is not guaranteed

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The Capital Stewards PodcastBy Brian Seay, CFA Investment Pro, Business Leader, Financial Advisor