How and When to Claim Social Security Benefits


Manage episode 289353581 series 2120250
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This week, I’m joined by fellow North Florida Financial advisor, April Schoen, for a live seminar on Social Security. Over the course of the seminar, we're going to be talking about how social security works, what you need to know around the program, different payment scenarios, and also issues that surround the program. April and I have over 50 years of combined experience in retirement planning and we’ll be using that knowledge today to discuss Social Security with retirement in mind.

We dive deep into how to claim Social Security benefits, as well as:

  • How and why Social Security was formed
  • How Social Security is funded today
  • Where to see your statement to view your current benefits and earnings history
  • Spousal, widow, and widower benefits
  • The big changes made in 2015, including restricted application
  • And more

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