SECTION 1: Welcome to Social Security Made Simple!
SECTION 2: Quick & Easy 5-Step Checklist
SECTION 3: Main Content - What You Need to Know to Make the BEST Social Security Decision for YOUR Situation
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Intro to the MAIN CONTENT Section - What We'll Cover (1:52)
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1. Pull your Statement and Know What it is Telling You (7:12)
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2. The "Earnings Test" and Whether it will Apply to YOU (4:59)
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3. "BREAK-EVEN": When is that for ME? (10:02)
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4. How do my Benefits INCREASE over time? (How Cost-of-living adjustemtns work) (4:08)
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5. SPOUSAL BENEFITS: How do they work, How do we 'coordinate?" (4:17)
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6. Survivor & Widow/Widower Benefits: How do they work? What will I get? (6:41)
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7. DIVORCEES: How benefits work in Divorced Situations (3:14)
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8. HOW & WHEN to APPLY: The logistics of applying for your Social Security Benefit (5:00)
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9. Changing your mind AFTER you apply (3:57)
SECTION 4: Case Studies - So you can 'see' claiming strategy 'In-Action!'
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Intro to our CASE STUDY section: Learn some key lessons based on a few simple examples (3:22)
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Married Couple - Both Same Age - Two Benefits (9:31)
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Married Couple - Both Same Age - Only ONE Benefit (6:03)
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Married Couple - Different Ages - Two Benefits (6:57)
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Married Couple - Different Ages - Only ONE Benefit (6:18)
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Single Individual (5:36)
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Divorced Situation (6:10)
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Married Couple - *Gap in Income - Delay or Not Delay?!?! (10:37)
SECTION 5: Advanced Topics that you DO NOT want to Miss!
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Intro to our BONUS CONTENT: How Taxes & Medicare Premiums Reduce your Benefit (2:12)
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"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)
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Surprise! Your Medicare Premiums are a direct deduction from your Social Security Check (12:08)
SECTION 6: 7 Common Mistakes that be Costly (How to Avoid)
SECTION 7: Bonus Section - A Compilation of Helpful Resources
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"The Social Security Elephant in the Room" Downloadable PDF Guide
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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** )
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Links to Helpful Online CALCULATORS
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2024 Social Security and Medicare TRUSTEES REPORT
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BIGGER PICTURE - The Value of Proactive Planning (4:38)
Disclosures & Disclaimers and other legal stuff
