Social Security is a critical part of retirement planning, but it's just one piece of the puzzle. In this episode of Your Money. Your Mission., Samantha Guthrie, LPL Financial Advisor and Vice President at Johnson Financial Group Financial Advisors and Marcia Banike, Vice President of Private Banking at Johnson Financial Group dive into Social Security's history, inner workings and strategies. They explore eligibility, spousal benefits, taxation and how to align Social Security with other income sources like 401(k)s and pensions. With insights on when to start claiming benefits, how to navigate retirement's financial complexities and the importance of ongoing financial planning, this discussion equips listeners with the tools to make informed decisions and maximize their retirement outcomes.
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