『The $200,000 Social Security Mistake Most Couples Make | EP 126』のカバーアート

The $200,000 Social Security Mistake Most Couples Make | EP 126

The $200,000 Social Security Mistake Most Couples Make | EP 126

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If you're planning to claim Social Security the moment you're eligible just to "get your money back," fiduciary financial planner Chris Everett wants you to slow down and run the real numbers first. Claiming at 62 instead of waiting until 70 can mean a 76% difference in your monthly benefit — and for a couple, the lifetime income gap can exceed $200,000. In this episode, Chris walks through a real married-couple scenario showing how spousal and survivor benefit rules change the optimal strategy, and why "wait as long as possible" isn't a one-size-fits-all answer. If you're within five years of claiming, this is the conversation to have before you decide anything.

Grab the free Pre-Retiree resource here: everettwealthsolutions.com/knowledge-vault/

Book a Pre-Discover Session (30 min, no cost): https://calendly.com/ews407/30min?bac...

Everett Wealth Solutions is a Registered Investment Adviser in the State of Illinois providing fiduciary financial planning and asset management across the nation.

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