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March 16th, 2023

Social Security Spousal Planning Q&A

  1. Social Security Spousal Planning Q&A Joe Allaria 28:21

Social Security Filing strategies can get complex for couples, especially those with different ages. Can you start a spousal benefit, then switch to your own? Can you start your own benefit, then switch to a spousal benefit? What is a restricted application? Can I still file and suspend? So many questions and not enough answers. But, we're fixing that problem on this episode by answering several listener questions around this very topic. 

Click to listen as host Joe Allaria discusses Social Security Spousal Planning.

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Disclaimer: All material discussed on this podcast is for educational purposes only and should not be construed as individual tax, legal, or investment advice. Investing involves risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results. Joe Allaria is an Investment Adviser Representative of CarsonAllaria Wealth Management, a Registered Investment Advisory firm. Information discussed on this podcast may be derived from third parties that are believed to be reliable, but CarsonAllaria Wealth Management does not control or guarantee the accuracy or timeliness of such information and disclaims all liability for damages resulting from such sources. Any references to third parties are provided as a convenience and do not constitute an endorsement.

Joe Allaria Certified Financial Planner

Joe Allaria is a CERTIFIED FINANCIAL PLANNER™, co-founder of CarsonAllaria Wealth Management (an independent RIA located in Glen Carbon, IL), and host of The Retirement Power Hour Podcast, where he helps educate the 50+ crowd on how to invest wiser and retire better.

For his numerous articles, Joe has been featured in the Wall Street Journal, USA Today.com, Yahoo Finance, Nasdaq.com, and Investopedia. He has also been a CERTIFIED FINANCIAL PLANNER™ professional since 2015.

Joe is also a husband, father of two boys, church musician, and avid golfer. He and his family reside in Glen Carbon, IL, a suburb of St. Louis, Missouri.

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