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

Emotional Wealth

Emotional Wealth is an American video, podcast, and Blog hosted by Wealth Advisor, Lon W. Broske, CFS®, CFP®. Using the current most relevant financial climate and topics, Lon is able to give his opinion on what is really going on with your finances. Topics include stock market performance, retirement savings, current events and how they impact the financial climate, general financial education and tips, and much more! Investing involves risk. Loss, including loss of principal, may occur. No investment strategy can guarantee positive results, nor can it protect against loss in periods of declining markets. Past performance does not guarantee future results. Thank you. Securities offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. Investment advisory services offered through Pines Wealth Management, LLC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. 11475 Olde Cabin Road #220 St. Louis, MO 63141 Phone: 314-432-2334

All Episodes

Emotional Wealth

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

October 06, 2020 • Lon W Broske, CFS®, CFP® • Season 1 • Episode 6

Part II of this Emotional Wealth podcast titled, "What's Important To Know About Social Security," will walk you through the options and strategies available to you on a Individual, Spouse, and Survivor Benefit level along with concrete examples to help you navigate through this complex issue so you feel confident when it's ready to file for your Social Security Benefits.

Here is What You'll Learn:

3 Stages & Strategy Options
Deciding when is a good time to collect Social Security

Strategy 1: Benefit Options for Couples
Discuss and evaluate available options to determine when to file for benefits.

Options: 3 Stages for filing
Stage 1: Filing Early
Stage 2: Full Retirement Age (FRA)
Stage 3: Delayed Credits

Strategy 2: Survivor Benefit Options
Why do Survivor benefits work best if one spouse is expected to outlive the other.
Some general rules to keep in mind