Social Security Mistakes

Show aired on June 19th, 2021

Eddie Holland, CFP®, CPA, CKA® joins Mike to discuss six common Social Security mistakes that the  Wall Street Journal outlined in a recent article:

1. Worrying about dying too young
2. Waiting too long to claim
3. Not working because of the earnings limit
4. Not filing for widow’s or widower’s benefits
5. Getting divorced and remarried (at the wrong time)
6. Hitting tax torpedoes

Are you at risk of making any of these mistakes?

They also answer a caller question regarding certain employer pension plans, in this case the railroad, and claiming social security  benefits.

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Social Security

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Though Mike Miller is an employee of Ronald Blue Trust, Talking Money^® represents his individual views, and not those of his employer or any other sponsor of the program. During the program, Mike may discuss market trends as well as specific financial planning techniques and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations to any individual or organization. Work with your attorney, or accounting, or investment professional for specific individual advice and services. Any securities or investment products discussed on Talking Money® are not insured by the FDIC, are not a deposit or other obligation of or guaranteed by any bank, and are subject to investment risk, including possible loss of principal amount invested. Some shows contain time sensitive material that should not be relied upon without verifying.

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