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How to Optimize Your Social Security Benefits
March 07, 2023
00:00
07:25
Listen on Your Favorite App
Understand Social Security and how to optimize and maximize its benefits for your retirement in this podcast episode.
Topics covered:
- How Social Security is funded and structured
- Electing Social Security benefits early vs. late
- Your Spousal Benefit & Your Survivor Benefit
- Considerations for when to collect
Use this calculator to compute your life expectancy.
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Meet Your Host
After graduating from the University of Arizona, I joined Teach for America, a nonprofit organization that places college graduates in low-socioeconomic schools across the country. I spent two years teaching first grade in North Las Vegas while earning my master’s degree in education from the University of Nevada, Las Vegas. I’m on a mission to provide a better investing experience for today’s investors. In March 2021, I joined Sensible Portfolios, a low-fee Registered Investment Advisor (RIA) founded by my father. It’s a family business and we treat our clients like family too.
At Sensible, we follow a few basic rules: Be nice to people, keep investing simple, and don’t charge high advisory fees. I’m passionate about showing investors the negative impact high fees have on reaching their retirement goals.
At Sensible, we follow a few basic rules: Be nice to people, keep investing simple, and don’t charge high advisory fees. I’m passionate about showing investors the negative impact high fees have on reaching their retirement goals.