Your Social Security Playbook: Building Your Strategy- Single Filers
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Roger Whitney explains how solo filers can make a confident Social Security claiming decision without getting overwhelmed by complexity. He covers the biggest mistakes to avoid, introduces a practical decision-making framework, answers listener questions about survivor benefits, and closes with a simple action step for deciding when to revisit the issue.
OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PODCAST
- (00:00) Intro: Why Social Security decisions get complicated
PRACTICAL PLANNING SEGMENT
- (02:55) Social Security claiming framework for solo filers: avoiding common mistakes, knowing when to begin, using the OODA framework, evaluating your plan and personal circumstances, checking survivor or divorced-spouse benefits, identifying your priorities, and testing your options against your retirement plan.
LISTENER QUESTIONS
- (36:24) Karen asks how to switch from her own Social Security benefit to survivor benefits later.
- (39:06) Julie asks whether she should claim survivor benefits first while letting her own benefit grow.
- (40:54) Drew asks how retiring at 60 and claiming at 64 would affect his Social Security benefits.
SMART SPRINT
- (46:50) If Social Security is still a green banana, use your full retirement age in your plan and set a date to revisit it; if it’s ripe, follow the protocol and make your claiming decision.
ON THE BOOKSHELF
- (47:30) Roger recommends The Violin Maker, while Natalia gives Wild Dark Shore five out of five for its emotional depth and thrilling twists.
REFERENCES
- Social Security Administration
- Live Year-End Planning Session
- Sign up for the Noodle!
- The Violin Maker: Finding a Centuries-Old Tradition in a Brooklyn Workshop by John Marchese
- Wild Dark Shore by Charlotte McConaghy
- Rock Retirement with Roger Whitney — YouTube channel
- Submit a Question for Roger
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