Our usual host, Troy Sharpe CFP®, introduces Ed Rossi CFP®, one of Oak Harvest’s highly qualified financial advisors specializing in Social Security to answer a comment on one of our recent videos related to disability, the Surviving Spouse Benefit, and the strategic timing of taking Social Security benefits. After making a few assumptions about her situation, he breaks down how much she could be receiving and estimates the potential benefit of delaying social security. 

Watch the original video that our viewer commented on: Receive Up To An Extra $1,500/Month Using a Restricted Application When Applying for Social Security

Learn more about Ed Rossi, CFP®, CTS™, CPWA®, AAMS®, CRPC®, NSSA®, CES™, CMFC®, Financial Advisor, here: https://oakharvestfg.com/ed-rossi/

🏃🏻 Jump right in:
00:37 Common Social Security Questions
02:20 Basic Parameters of this Case Study Breakdown
03:23 The Potential Outcome, and Limitations of this Case Study Example
#socialsecurity #survivingspouse #retirementincome 

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Disclaimer:
This video discusses fixed-income investing and utilizes the 10-year U.S. treasury as a general representative fixed-income investment. Conclusions reached, opinions stated, and downside risks and potential returns presented should not be construed as applying to other types of bonds or fixed-income assets. Other types of fixed-income products carry different levels of risk and return potential and should be evaluated as an element of a diversified portfolio with your specific risk tolerance, investment objectives, and timeline in mind. Nothing in this video is investment advice, an investment recommendation, or an offer to buy or sell any security. Investing involves risk.