05/30/26 Social Security Part 1
Podcasts > Money Matters
Saturday, May 30, 2026
Mike and Al covers claiming basics - full retirement age, early vs. delayed credits, and how lifetime earnings history determines your benefit. They explain spousal, divorced-spouse, and survivor benefits, and how working while claiming can trigger the earnings test before full retirement age. Taxes and coordination matter: up to 85% of benefits can be taxable depending on provisional income, and timing should be integrated with IRA withdrawals and pensions. The key takeaway: treat Social Security as part of an overall retirement income plan rather than a standalone decision.
Related Episodes
10/10/26 Money Matters
Saturday, May 30
10/03/26 7 Principles of Long Term Investing
Saturday, May 30
09/26/26 Estate Strategies Part 2
Saturday, May 30