Social Security 101: The Most Common Mistakes and How To Maximize Your Benefits

In this EXPERT episode of Future Rich, CFP Barbara Ginty is joined by Matthew Allen, the Co-Founder and CEO of Social Security Advisors, to answer all of your Social Security questions! Matthew is one of the leading Social Security experts in the country and is often quoted for his expertise in major publications such as The Wall Street Journal, Forbes Magazine, Time Magazine, USA Today, Financial Planning Magazine, and others. He is also a speaker for the Retirement Speakers Bureau and speaks frequently around the country on the topic of Social Security planning. We're so excited to share Matthew's expert insights on Social Security, including... Common mistakes in Social Security planning The impact of Roth IRAs on Social Security taxation Family benefits and unexpected rules Retroactive benefits and withdrawal options Retiring abroad and Social Security payments Listen to this episode to discover how to navigate Social Security effectively and avoid costly errors! Find Matthew HERE: https://socialsecurityadvisors.com/in... Learn more about IRMAA: https://irmaa.com/why/ If you'd like to be a guest on the podcast, we are looking specifically for women who want to discuss their personal finances and have questions about retirement planning, social security, and more. 💌 DM us on Instagram (@futurerichpodcast) or apply here: https://www.futurerichpodcast.com/cop... **All of our newsletters have moved to Substack, so subscribe if you want to keep in the loop with all things Future Rich! Subscriptions are FREE! Subscribe on Stubstack: https://futurerich.substack.com/ Subscribe to our YouTube:    / @futurerichpod   Follow us on TikTok:   / futurerichpodcast   Follow us on Instagram: https://www.instagram.com/futurerichp... Visit the Future Rich Podcast website for Financial Freebies and Classes: https://www.futurerichpodcast.com/ Leaving reviews on the podcast is the best way to boost us on the podcast platforms and help more listeners get #FutureRich The content in this podcast is for informational purposes only. All investment strategies and investments involve risk of loss. Nothing contained in this podcast should be construed as investment advice. Any reference to an investment's past or potential performance is not, and should not be construed as, a recommendation or as a guarantee of any specific outcome or profit.