A Deep Dive into Social Security with Regina Hess, CDFA

About this episode

This episode explores the intricacies of Social Security decisions in the context of mid-to-late life divorce.

Social Security decisions can mean the difference between financial security and costly mistakes—especially after divorce. In Episode 92, Andrew Hatherley is joined by Regina Hess, Certified Divorce Financial Analyst (CDFA), CFP®, and founder of Forge Wealth Management, for a deep dive into how Social Security works in mid-to-late life divorce. From eligibility rules and common misconceptions to real-life scenarios and survivor benefits, this episode breaks down what you need to k...

People in this episode

Host: Andrew Hatherley

Guest: Regina Hess

Topics covered

• Social Security
• divorce
• financial security
• eligibility rules
• survivor benefits

Keywords

• Social Security
• divorce
• financial decisions
• eligibility
• survivor benefits

Mentioned in this episode

Organizations: Forge Wealth Management

Books & works: Social Security

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