⭐Let’s make your financial story a heroic one! Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min

Could one Social Security mistake cost you thousands of dollars in retirement? Jude welcomes registered Social Security analyst Wendy Barnett to uncover overlooked benefits and claiming strategies that could make a significant difference in your financial future. Through real-life stories, they explore how divorce, survivor benefits, and dependent benefits can impact retirement income. They also discuss coordinating Social Security with Roth conversions and avoiding costly claiming mistakes. Discover why understanding your options and building a personalized strategy could help you make the most of your retirement benefits.

Here’s some of what we discuss in this episode:

💡 Maximizing Benefits: Making informed Social Security claiming decisions

💍 Divorce Benefits: Understanding the important 10-year rule

👨‍👩‍👧 Survivor Benefits: Protecting loved ones after unexpected loss

🔄 Roth Conversions: Coordinating taxes and retirement income

⚠️ Common Mistakes: Avoiding costly Social Security claiming errors

📊 Retirement Planning: Finding strategies suited to your situation

Download our Step-by-Step Social Security Guide: https://u.pcloud.link/publink/show?code=XZpUamJZTR74qhkdYPYPBHvXcAJvdf38j8uX

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CONTACT ☎

Centrus Website: https://centrusfs.com/podcast/

The Tax Bomb Website: https://thetaxbomb.com/

Centrus GPS 5 Pillars Document: https://centrusfs.com/wp-content/uploads/2026/05/The-WHY-at-the-CENTER-of-your-WEALTH-4.pdf

5 Worlds of Holistic Financial Planning Document: https://drive.google.com/file/d/1FLt7vU48BY9F1dShwOlAYRuf-sH1fEWm/view?pli=1

Read our Disclosure: https://docs.google.com/document/d/129gq1ZKnyIXyA6-vyWXMg5oCH4mx0S44/