Avoid These Social Security Mistakes Before It’s Too Late | Bob Goldberg, CFP

✨For more actionable information, take a 2-minute Peace of Mind Assessment at https://finalplaybook.com/schedule-a-call to see how prepared you are. ✨ Links to my guest's official site - click below: ➡️ bluecoastfinancialplanning.com -------------------------------------------------------------------------------- What really happens to your Social Security when life takes an unexpected turn? In this episode of the Digital Legacy Podcast, Niki Weiss and financial planner Bob Goldberg, CFP®, unpack Social Security and survivor benefits through the lens of end-of-life and legacy planning. Bob explains when to claim benefits, how spousal and survivor rules work, and why waiting until 70 can maximize your payout. They also cover benefits for divorced spouses, widows, and even minor children—crucial insights for families facing loss. With real stories and clear strategies, this episode offers practical guidance for retirement planning, caregiving, and protecting your loved ones after death. -------------------------------------------------------------------------------- Subscribe to the channel here: ➡️@DigitalLegacyPodcast For more resources related to this podcast or partner resources, click here: ➡️ https://stan.store/endevo_digitallegacy Follow Us Here: ➡️ Facebook: https://www.facebook.com/profile.php?id=61567345380204 ➡️ Instagram: https://www.instagram.com/deathanddyinginthedigitalage/ ➡️ TikTok: https://www.tiktok.com/@digitallegacypodcast Join Us in planning for the most inevitable thing to happen in this life- Death - and create peace of mind for those you leave behind: ➡️ https://digitallegacypodcast.com/ -------------------------------------------------------------------------------- Download MY FINAL PLAYBOOK App to take our FREE educational course: 🔗App Store- apps.apple.com/us/app/my-final-playbook/id6502518647 🔗Google Play- play.google.com/store/apps/details?id=com.p4tze2b0necm.pgwvu5pucapp 🔗Website- final-playbook.passion.io/ -------------------------------------------------------------------------------- Take our 2-minute quiz today at https://www.endevo.life/ to get your preparedness score and three actionable steps you can implement today to protect your digital legacy and your loved ones. -------------------------------------------------------------------------------- 🌟 Listen to the podcast: Apple Podcasts ➡️ https://podcasts.apple.com/us/podcast/death-and-dying-in-the-digital-age/id1775499012 Spotify ➡️ https://open.spotify.com/show/2MQkOgvyPQnLEz1fO9BHkY 🚫 Re-uploads or ANY use of our content is prohibited. #deathandyinginthedigitalage #ENDevo #endoflifeplanningsimplified #digitallegacy #digitallegacypodcast #myfinalplaybook -------------------------------------------------------------------------------- Timestamp 00:00 Understanding Social Security Benefits 01:06 Podcast intro & guest: Bob Goldberg, CFP 05:17 Maximizing Social Security: Timing is Key 10:30 Survivor Benefits: What You Need to Know 14:07 Navigating Survivor Benefits for Families 18:18 Real-Life Scenarios: Survivor Benefits in Action 22:12 Planning for Social Security: The Importance of Timing 25:05 Digital Age and Social Security Management 30:39 Protecting Yourself After a Loss -------------------------------------------------------------------------------- Disclaimer: The Death & Dying in the Digital Age YouTube channel is for educational purposes only and does not provide medical, legal, or financial advice. Views expressed by the host and guests are their own. Always consult qualified professionals before making decisions. The channel is not responsible for actions taken based on its content.