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Listen to Money Wisdom with Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP® and gain key financial insights to help you make informed decisions for your future. Jake and Nick aim to provide clarity and guidance, addressing your questions and shining a light on the real financial challenges facing today’s retirees.

Aug 4, 2023

When we talk about having a strategy for Social Security, it’s because the SSA isn’t going to point you toward the option that will pay you the most. It’s on every individual to understand the benefit options available and find the path that will help you get the most out of your retirement income. One of those options is the spousal benefit so let’s talk about what it is and who is eligible.

 

Here’s what you can expect to learn in this episode:

  • How spousal benefits work and how much you receive.
  • What happens to the benefits when a spouse passes away?
  • Options for paying for emergency medical expenses.
  • What specialties should you expect from an advisor?

 

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