If you want to know when you should take Social Security watch this video!

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The Retirement Nerds is the nocost educational platform and serves to offer information around Medicare, Social Security, Financial Planning, and Estate Planning.

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⏰ TIME CODES ⏰
0:00 Rules of Thumb Problem
0:14 Zacc Introduction
0:40 Beware Absolutes
3:40 What's on the Menu?
7:00 Important Terms & Acronyms
11:57 Spousal Benefits Rules
23:40 Divorced Spousal Benefit Rules
28:48 Deceased Spouse Survivor Benefits
37:49 Survivor Benefits and Remarriage
41:50 Survivor Benefits & Ex Spouses
43:19 The Menu Recap
44:28 3 Separate Strategies Based on Time
45:53 Breakeven Analysis on Steroids
56:37 What if Social Security Disappears?
1:03:17 When Should YOU Take Social Security?
1:08:07 Still Working with SS Benefits
1:11:28 Taxing Social Security Income
1:20:22 Role of an Advisor

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Disclosure:
This podcast is intended for informational purposes only, and is not a substitute for personal advice from Capita. This is not a recommendation, offer, or solicitation to buy or sell any security. Past performance is not indicative of future results. There can be no assurance that investment objectives will be achieved.

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Certain information discussed during this podcast is based upon forwardlooking statements, information and opinions, including descriptions of anticipated market changes and expectations of future activity. Capita believes that such statements, information and opinions are based upon reasonable estimates and assumptions. However, forwardlooking statements, information and opinions are inherently uncertain and actual events or results may differ materially from those reflected in the forwardlooking statements. Therefore, undue reliance should not be placed on such forwardlooking statements, information, and opinions. Registration with the SEC does not imply a certain level of skill or training.