BetterWealth with Caleb Guilliams

← BetterWealth with Caleb Guilliams22 sep · 1 u 17 min

The $140,000 Social Security Mistake 96% of People Make | Thomas Drapala

The $140,000 Social Security Mistake 96% of People Make | Thomas Drapala22 sep1 u 17 min

Social Security analyst Thomas Drapala breaks down how the average person leaves $140,000 on the table by claiming Social Security without a plan. Caleb Guilliams and Thomas walk through why 96% of people get this decision wrong, the difference between optimizing and maximizing your benefit, and the real questions you should be asking before you file. If you're within a few years of retirement, this is the framework nobody sat you down to explain.

Watch the Interview on Youtube for Visuals - https://youtu.be/pI-w1jHhlIU

Want to Get RSSA Certified? Check Out Our Special Certification Offer Here: https://rssa.com/betterwealth/

Watch the Interview on Youtube for Visuals - https://youtu.be/pI-w1jHhlIU

Want to See If Whole Life Insurance Makes Sense for You? Click Here: https://betterwealth.com/go/yt/pI-w1jHhlIU

Want Us To Review Your Permanent Life Insurance Policy? Click Here: https://betterwealth.com/review/yt/pI-w1jHhlIU

Want Free Whole Life Insurance Resources & Education? Go Here: https://betterwealth.com/guide/yt/pI-w1jHhlIU

Chapters:

00:00 Intro

08:21 Why Social Security Planning Matters?

17:27 I Social Security Running Out?

26:10 Social Security Overpayment and Mistakes