Month: June 2024

Unlocking the Secrets of Social Security (Ep. 11)

Unlocking the Secrets of Social Security (Ep. 11)

Are you getting the most out of your Social Security benefits? Does your strategy connect Social Security with the rest of your retirement plan?

Nate Yeomans and Gregg Indovina dive into the historical context of Social Security, shedding light on its inception as a solution to address the challenges of retirement in America. Together they discuss the intricacies of Social Security. Whether you’re approaching retirement or reevaluating your plan, this discussion covers the foundational knowledge and strategic considerations vital for enhancing your benefits. 

Nate & Gregg discuss: 

  • Understanding the calculation and significance of earning credits.
  • The crucial role of full retirement age in your Social Security strategy.
  • Strategies for spousal and survivor benefits to maximize household income.
  • The impact of early retirement and income limits on your benefits.
  • And more

Connect with Design Wealth Advisors: