Ep 83 Navigating Social Security with Christopher Hensley

Wealthy After 40: Personal Finance, Financial Freedom, Debt Payoff, and Retirement Savings for Gen Xers

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In this episode, I welcome guest, Christopher Hensley, a financial advisor with over two decades of experience, to discuss the complexities of Social Security.

We discuss factors affecting the best time to start claiming benefits, special considerations for those with pensions, and strategies for integrating Social Security into an overall retirement plan.

Christopher also dispels common misconceptions about Social Security's future and provides actionable advice for maximizing benefits. Listeners are encouraged to save diligently and plan for a secure retirement.

00:38 Understanding Social Security Benefits

01:06 Strategies for Claiming Social Security

02:11 Special Cases and Exceptions

03:12 Widow's Benefits and Survivor Strategies

04:37 Maximizing Social Security Benefits

08:59 Common Misconceptions About Social Security

12:28 Working After Retirement Age

15:49 Windfall Elimination and Government Pension Offset

20:38 Integrating Social Security into Retirement Plans

23:04 Final Thoughts and How to Connect
Connect with Christopher:

linkedin.com/in/christopher-hensley-9584449

Websites

• houstonfirstfinancialgroup.com
• moneymatterspodcast.com

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