Social Security Secrets: Safeguard Your Legacy & Family's Future | Bob Goldberg, CFP
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Social Security Secrets: Safeguard Your Legacy & Family's Future | Bob Goldberg, CFP
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What happens to your Social Security when life takes an unexpected turn? In this eye-opening episode of the Digital Legacy Podcast, host Niki Weiss welcomes financial planner Bob Goldberg, CFP to demystify Social Security and survivor benefits in the context of end-of-life and legacy planning.
Bob breaks down key Social Security strategies, including when to start collecting benefits, how spousal and survivor benefits work, and why delaying might offer the highest long-term value. Learn the differences between early retirement at age 62, full retirement at 67, and maximizing your payout by waiting until 70. This episode also explores benefits for divorced spouses, minor children, and widows—crucial knowledge for families navigating loss.
With real-life case studies and practical advice, this episode is a must-listen for anyone planning for retirement, currently caregiving, or facing unexpected loss. You'll gain insight into how financial planning intersects with digital legacy, long-term care, and protecting loved ones after death.
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