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Maximizing Social Security

Maximizing Social Security

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Maximizing Social Security: Strategies for Couples, Spouses, Survivors & Exes
An episode of Money Moves with MFG

In this episode of Money Moves with MFG, we unpack one of the most valuable — and misunderstood — retirement income sources: Social Security.

We begin with a straightforward overview of how the system works and why the timing of your claim can significantly impact your lifetime benefits. You'll also hear a quick update on the New Social Security Fairness Act and what it could mean for future retirees.

From there, we dive into real case studies showing how thoughtful planning can help individuals — whether married, widowed, or divorced — maximize their benefits.

  • Background on Social Security
  • How spousal benefits really work
  • What you need to know about survivor benefits
  • Earnings limits to consider if you're still working
  • How divorced spouses can claim on an ex’s record (legally!)

Whether retirement is around the corner or still a few years out, this episode is filled with actionable insights to help you make the most of your Social Security.

👉 Schedule your free retirement evaluation here and let’s build a strategy tailored to your goals

📅 Check out our upcoming eventsincluding weekly Wealth Wednesday webinars and in-person seminars

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