Content
With over Two Hours Recorded Video Instruction (so you can go back and watch whatever you want to watch again), you'll understand ALL the ins-and-outs of your Social Security benefit, PLUS be well aware of the Surprises that come with Taxes and Medicare.
Case Studies
Learn even more as we break down various case studies, and look at the benefit election in each from 4 different angles!
Calculators
With online access to various calculators, you'll learn several ways to calculate break-even and other metrics.
What You'll Learn
Navigating the maze of Social Security can be daunting for many.
That's precisely why we've boiled down the complexities into a course that unpacks the essentials, guiding you through the ins-and-outs of your Social Security, eligibility, and filing strategies.
With over Two Hours of Mini-Course Instruction (and the Resources that come with it) you'll better understand all the ins-and-outs of your Social Security benefit, learn how to calculate Break-Even and other key metrics, learn by unpacking Case Studies of various situations, utilize online tools to calculate your benefit decisions, and download resources to help you make the best decision for your situation.
No need to search endlessly online through confusing articles...No need to spend hours upon hours going to local workshops to try to figure it out. It's all right here for you to make the best decision for your situation.
Enroll below and you'll gain lifetime access to valuable tools, resources, videos, downloads and more.
Take a look at ALL THE CONTENT and RESOURCES built into the course!
(use the arrow below to expand even more!)
- Intro to the MAIN CONTENT Section - What We'll Cover (1:52)
- 1. Pull your Statement and Know What it is Telling You (7:12)
- 2. The "Earnings Test" and Whether it will Apply to YOU (4:59)
- 3. "BREAK-EVEN": When is that for ME? (10:02)
- 4. How do my Benefits INCREASE over time? (How Cost-of-living adjustemtns work) (4:08)
- 5. SPOUSAL BENEFITS: How do they work, How do we 'coordinate?" (4:17)
- 6. Survivor & Widow/Widower Benefits: How do they work? What will I get? (6:41)
- 7. DIVORCEES: How benefits work in Divorced Situations (3:14)
- 8. HOW & WHEN to APPLY: The logistics of applying for your Social Security Benefit (5:00)
- 9. Changing your mind AFTER you apply (3:57)
- Intro to our CASE STUDY section: Learn some key lessons based on a few simple examples (3:22)
- Married Couple - Both Same Age - Two Benefits (9:31)
- Married Couple - Both Same Age - Only ONE Benefit (6:03)
- Married Couple - Different Ages - Two Benefits (6:57)
- Married Couple - Different Ages - Only ONE Benefit (6:18)
- Single Individual (5:36)
- Divorced Situation (6:10)
- Married Couple - *Gap in Income - Delay or Not Delay?!?! (10:37)
- Intro to our BONUS CONTENT: How Taxes & Medicare Premiums Reduce your Benefit (2:12)
- "Will my SocSec be TAXED?" - **EVEN IF THIS CHANGES in 2025, Be Forewarned: Removing taxation from Social Security just places burden elsewhere** Understanding the Taxation of your Social Security Benefits (21:19)
- Surprise! Your Medicare Premiums are a direct deduction from your Social Security Check (12:08)
- "The Social Security Elephant in the Room" Downloadable PDF Guide
- PUBLICATION 915 - Reference for how your Social Security Benefits are Taxed (**EVEN IF THIS CHANGES in 2025, Be Forewarned: Removing taxation from Social Security just places burden elsewhere** )
- Links to Helpful Online CALCULATORS
- 2024 Social Security and Medicare TRUSTEES REPORT
- BIGGER PICTURE - The Value of Proactive Planning (4:38)
Enroll Today!
Only $47
Meet Bryan, Your Course Instructor
Bryan McCloskey is a seasoned advisor, specializing in Retirement & Tax Planning with a focus on helping Retirees and those approaching Retirement make the most impactful decisions that benefit them and their family.
One of those decisions has to do with WHEN they elect to take their Social Security income.
It's not always the easiest decision, and there are plenty of things that could be overlooked or messed up that can cost you. That's what this course is all about. With content and examples that have been distilled from hundreds client meetings and conversations, you'll get the insight you are looking for to make the best decision for your situation.
P.S. - This course comes with a
100% Money Back Guarantee!
>> Get Started Today 100% Risk-Free
Purchase any of our Get Retirement Right Mini-Courses or Resources, and if what you learn from it doesn’t EXCEED your expectations in any way, within the first 14 days, just contact us at [email protected] and we will give you a 100% refund.
No questions asked!
- Bryan McCloskey, Course Designer