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Your Social Security Playbook: The Levers You Control
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About this episode
Roger Whitney explains six levers that can influence Social Security benefits: reviewing your earnings record, choosing when to claim, managing retirement income, reconsidering an early claim, considering where you live, and coordinating spousal or survivor benefits. The episode emphasizes that the best claiming strategy depends on each person’s priorities, resources, and desired outcome. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PODCAST (00:00) Roger introduces the Social Security series and explains that this episode focuses on the factors individuals can control. PRACTICAL PLANNING SEGMENT ( 02:52) Roger walks through the six Social Security levers, including earnings history,…