Tag: Spousal Benefits

Optimizing Your Social Security With Dave Whitworth (Ep. 6)

Optimizing Your Social Security With Dave Whitworth (Ep. 6)

Curious about how timing your Social Security could maximize your benefits?

Join Tyson and Ryan Thacker from B.O.S.S. Retirement Solutions as they welcome their long-time friend and Investment Advisor Representative, Dave Whitworth, to break down the complexities of Social Security. Together, they cover crucial topics such as how to decide the best time to claim Social Security, how it integrates into your overall retirement plan, and how to avoid common pitfalls. 

Tyson, Ryan and Dave discuss: 

  • The timing issue of Social Security and how the B.O.S.S. Retirement Blueprint and help
  • Considerations for spousal and dependent benefits
  • Tax implications of Social Security benefits and how to manage them
  • Real-life examples of how personalized strategies can optimize Social Security
  • And more

Resources:

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About Guest

Dave Whitworth is a licensed insurance agent and currently serves as an Investment Advisor Representative at B.O.S.S. Retirement Solutions.