ABOUT THE GUESTS

Allison Alley
ABOUT Allison

With over 12 years of financial experience, Allison Alley is committed to working with clients to help them achieve their retirement, estate, investment and tax planning needs. Prior to joining Pure Financial Advisors, Inc. Allison served as Senior Vice President of a small private wealth management and investment banking firm where she specialized in comprehensive [...]

Nathaniel Ritchison
ABOUT Nathaniel

As a Certified Financial Planner™ professional, Nate through proactive planning and management helps individuals and families gain confidence and control over their financial situation so they can work toward accomplishing their retirement goals. Since 2002 he has been responsible for leading clients through the wealth management process, which includes guiding clients from goal setting to the creation [...]

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 [...]

Still trying to piece together your plan for retirement? Social Security benefits are a big part of that puzzle for most people. Financial experts Joe Anderson and Alan Clopine go over the rules and regulations for Social Security to help maximize your payout.

In this must-see show Joe and Al explore:

Who is Eligible
When to Claim Benefits
Social Security Savvy Quiz
Income Tax Considerations

You can also put yourself to the test to see how Social Security Savvy you are.

Important Points:

(1:10) – Social Security Statistics

(3:12) – Who is Eligible for Social Security?

(4:06) – How is Social Security Calculated?

(5:28) – When to Start Social Security and the Corresponding Benefits

(6:25) – When People Actually Claim Social Security

(7:26) – Benefits Received Based On Life Expectancy

(8:30) – True or False? If I divorce my spouse after being married for nine years and 11 months I will not be entitled to any of their Social Security benefits.

(9:19) – Social Security Savvy Quiz

(17:45) – How Social Security Benefits are Taxed

(20:14) – True or False? I cannot work and collect social security at the same time.

(21:03) – Email Question #1: My ex-husband of 20 years passed away recently. Is there any advantage for me to wait until I am 70 to claim his benefit?

(22:01) – Email Question #2: My son worked for our family business for 15 years on a cash basis. What happens when he retires since he hasn’t paid any money to Social Security? Is there anything he can do now to improve his situation?

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