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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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Featuring Special Guests

Allison Alley

Financial Planner

CFP®, MSBA, AIF®

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...

Nathaniel Ritchison

Senior Financial Planner

CFP®, AIF®

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...

About the Hosts

Joe Anderson

President

CFP®, AIF®

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...

Alan Clopine

CEO & CFO

CPA, AIF®

Alan Clopine is the CEO & CFO of Pure Financial Advisors. He currently shares the CEO role with Michael Fenison, the original founder of the company. Alan is primarily responsible for the day-to-day activities of...