Are You Missing Out on Spousal Social Security?
About this episode
Ken Tumolo discusses the complexities of spousal Social Security benefits and their impact on retirement planning.
Are you leaving Social Security benefits on the table without realizing it? Ken Tumolo breaks down how spousal Social Security benefits work and why the rules can be more complex than expected. He explains who qualifies, how benefits are calculated, and how timing decisions—like claiming early or working—can affect what you receive. The discussion also covers what happens after a spouse passes and how benefits adjust. If Social Security is part of your retirement income plan, this episode highlights key factors to consider before making a decision. To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com Ken Tumolo and his son Nick Tumolo join you on Tumolo Financial Radio to offer solutions and strategies for your retirement planning needs. With decades of financial planning experience, Ken and Nick offer tax recommendations, estate planning advice, Social Security maximization, wealth management, retirement income planning and much more. See omnystudio.com/listener for privacy information.
People in this episode
Host: Ken Tumolo
Topics covered
- Social Security benefits
- spousal benefits
- retirement planning
- financial strategies
- claiming decisions
Mentioned in this episode
Organizations: Tumolo Financial, Social Security
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- The Real Trade-Offs of Retiring Early
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