5-1-26 Gray Divorce - Social Security Secrets

About this episode

The episode discusses the financial implications of gray divorce and the Social Security benefits available to divorced spouses.

Gray divorce is on the rise, and many investors are missing a key opportunity: Social Security benefits tied to an ex-spouse. Richard rosso & Jonathan McCarty explain how divorced spousal benefits work, including eligibility rules, timing decisions, and how much you may be able to claim. If you were married at least 10 years, you could receive up to 50 percent of your ex-spouse’s benefit, or even more through survivor benefits, without impacting their payout. Key topics include: 0:00 - INTRO 0:19 - Financial Repercussions of Gray Divorce 1:47 - Economic Numbers Review 2:16 - Data Center & Power Station Build Outs 4:40 - Interest Rates & Kevin Warsh 6:22 - Apartment Build Outs - Function Over Form 9:39 - Gray Divorce Rates - One in Three: Financial Vulnerabilities 12:58 - Going Back to Work After Divorce 14:23 - Demographics, Ageism, & Merit-based Immigration 18:24 - AI & Content Creation : Lessons About Business 20:15 - Taxation Following Divorce 21:37 - Mishaps with Social Security After Divorce 23:02 - Longevity & Empty-nester's 25:29 - Timing Matters - All in the Family 29:39 - Financial Advisor as Referee 35:15 - Social Security: Spousal Benefits, Survivors Benefits…

People in this episode

Host: Lance Roberts

Guests: Richard rosso, Jonathan McCarty

Topics covered

• Gray Divorce
• Social Security Benefits
• Financial Planning
• Divorce Impact on Finances
• Retirement Planning
• Eligibility Rules

Keywords

• Gray Divorce
• Social Security
• Divorced Spousal Benefits
• Financial Vulnerabilities
• Retirement
• Eligibility Rules

Mentioned in this episode

Organizations: RIA Advisors

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