Ep 16: Choosing the Best Social Security Claiming Strategy

Are you nearing retirement and thinking about how and when you’ll claim Social Security? It can be as simple as visiting your local Social Security Administration office and filling out the paperwork, but can they also help you decide which strategy to use? That’s the next topic in a four-part series on the top misunderstandings with Social Security.

 

Show Notes and Additional Resources: https://www.baschrock-fg.com/podcast/ep-16-choosing-the-best-social-security-claiming-strategy/ 

 

On This Episode: 

1:52 – Here’s what’s in store for part 3 of our Social Security series.  

2:40 – Can the Social Security Administration help you choose the best claiming strategy for yourself?

4:16 – What will the SSA actually do for you when you go down to the office?

6:04 – What are some of the key strategies you consider when working with clients on Social Security?

7:40 – Here’s how the process of claiming works in our office.

8:33 – Remember that everyone is different so the SSA won’t know your complete picture. That’s where an advisor can help.

10:09 – Getting to Know Ben: What’s the furthest you’ve ever been from home?