ABOUT HOSTS

Joe Anderson
ABOUT Joseph

As President of Pure Financial Advisors, Joe Anderson has led the company to achieve over $2 billion in assets under management and has grown their client base to over 2,160 in just ten years of the firm opening. When Joe began working with Pure Financial in 2008, they had almost no clients, negative revenue and no [...]

Alan Clopine
ABOUT Alan

Alan Clopine is the CEO & CFO of Pure Financial Advisors. He currently leads Pure Financial Advisors along with Michael Fenison and Joe Anderson. Alan joined the firm about one year after it was established. At that time the company had less than 100 clients and approximately $50 million of assets under management. As of [...]

Do you know how much your Social Security benefits are expected to be? For many people, Social Security makes up a significant amount of their income in retirement but they don’t factor in how much they expect to receive when they are setting up and executing their financial planning goals. Financial professionals Joe Anderson and Alan Clopine guide you through the strategies that can help you estimate and maximize your benefits. Put their decades of experience to work for you so you can avoid Social Security Letdown and focus on enjoying your retirement.

Social Security Handbook: Download Now

Important Points:
(01:17) – Social Security Reliance

(02:10) – Avoid Social Security Letdown

  • Determine if you qualify
  • Understand your benefits
  • Smart claiming strategies
  • What couples should know

(02:57) – Who is Eligible for Retirement Benefits?

(03:30) – How Much Are Your Social Security Benefits?

(04:27) – Past Earnings Compared to Social Security Benefits

(05:33) – Social Security Estimated Benefits Statement

(08:40) – How to Qualify for Spousal and Survivor Benefits

(12:00) – Early vs Late Claiming

(14:14) – Payoff for Delaying Social Security Benefits

(15:52) – Social Security Benefits – When to Claim

(17:55) – Claiming Your Social Security Benefits

(20:05) – Social Security Strategies

(23:36) – Ask the Experts

(25:26) – Pure Takeaway: Avoid Social Security Letdown

  • Who Can Qualify?
  • Increased Monthly Benefits for Delaying
  • Can Claim at 62 – Try to Wait Until 70
  • Special Claiming Strategies for Couples

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Joe Anderson, Alan Clopine and Pure Financial are not affiliated with or endorsed by the Social Security Administration or any other government agency. Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.