Season 8

What You Need to Know About Claiming Social Security

Episode Notes

Two thirds of retirees get more than half of their income from Social Security. That’s why it’s critical to make the right claiming decision. In this episode, the three friends are joined by Social Security expert and bestselling author Lawrence Kotlikoff, who discusses scenarios where you might want to start taking Social Security earlier or delay starting until your full retirement age or later.

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Our next special guest has undeniably made the most significant impact on your retirement savings strategy. In this episode, the Friends Talk Money team sits down with Ted Benna, the father of the 401(k) plan. Ted shares the fascinating story of how he conceived this groundbreaking idea, navigated the IRS approval process, and gives us a glimpse into his current projects.

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Social Security Good News!

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New Social Security Commissioner Cuts Clawbacks!

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Terry Savage

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