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Episode 11: Navigating the Social Security Maze

Jun 3, 2022

In this episode, Eric and Katie discuss the key aspects of your Financial House that can help you determine when to file for Social Security benefits, how to navigate hundreds of options to determine the best filing strategy for you, and more.

Here are just a handful of the things that we'll discuss:

  • There are over 500 options when it comes to filing for your Social Security benefits
  • How your Average Indexed Monthly Earnings and Primary Insurance Amount are used to calculate your benefit amount
  • Taking your pension and investments into account can help you maximize your Social Security benefits

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