Video: How To Calculate Spousal Benefits (the RIGHT way)

Social Security Spousal Benefits really aren’t that hard to calculate. However, they are just a little deeper than some of the stuff I see floating around on the internet.

The cases that are most often misunderstood are those where a lower earning spouse will collect benefits from his/her work record and an additional amount for a spousal benefit.

Here’s a video where I discuss the steps to calculating this “dual entitlement” of both types of benefits.


The 9 Social Security Basics That EVERYONE Should Know

Podcast Episodes Part 1 & 2

If you read many of the articles I write, you’ve probably noticed that I put a lot of emphasis on understanding the basics. Why? It’s the foundation! It’s what gives us the ability to spot mistakes, errors and general screw-ups before they turn into big problems.

Recently, on the Big Picture Retirement podcast we spent two entire episodes talking about Social Security basics.

Here are the episodes:

Part 1: The 9 Social Security Basics That EVERYONE Should Know

Social Security is a lot easier to understand if you know about 9 basic concepts.  In this episode we discuss these four topics:

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