The Social Security Mistake Costing You Thousands | 62WhoKnew

    October 12, 202646:54Mike Banner, Gabrielle Gregoline, Lindsay Friedman
    62WhoKnew
    Social Security
    retirement planning
    Social Security benefits
    survivor benefits
    spousal benefits
    retirement income
    financial literacy

    A registered Social Security analyst breaks down when to actually claim your benefits, why waiting too long can backfire, and how much of your check really gets taxed. You will also learn about survivor benefits, spousal and ex-spouse benefits, disabled adult child benefits, and the truth about whether Social Security is really going bankrupt. Essential watching for anyone approaching retirement age who wants to avoid leaving money on the table.

    Topics Covered

    • When to actually claim your Social Security benefits — and why it is never a simple yes or no question
    • Why waiting too long can backfire, and how much of your check really gets taxed
    • Survivor benefits, spousal and ex-spouse benefits, and disabled adult child benefits
    • The truth about whether Social Security is really going bankrupt
    • How to avoid leaving money on the table as you approach retirement age

    Connect with 62WhoKnew

    Get Mike's book, A Gift From My Father: bit.ly/AGiftFromMyFather

    Connect with Gabrielle Gregoline — RSSA®, Registered Social Security Analyst

    More Episodes

    The Long-Term Care Crisis Most Families Aren't Prepared For | Lindsay Friedman
    October 7, 2026

    The Long-Term Care Crisis Most Families Aren't Prepared For | Lindsay Friedman

    Question Everything host David Dye sits down with Lindsay Friedman to examine the economics of caregiving and long-term care — why care needs develop gradually, what Medicare and insurance really cover, Medicaid's five-year lookback, and why planning before a crisis preserves your options.

    Question Everything
    long-term care
    caregiving
    Listen
    How to Actually Pay for Long-Term Care | 62WhoKnew
    October 5, 202648:05

    How to Actually Pay for Long-Term Care | 62WhoKnew

    Four nationally known experts break down the real ways to fund long-term care — from home equity and reverse mortgages to annuities and life insurance with care riders — why self-insuring is a dangerous bet, and which funding options most advisors never mention.

    62WhoKnew
    long-term care
    long-term care insurance
    Listen
    10 Warning Signs Your Aging Loved One May Need More Care | Answers for Elders
    September 30, 202613:43

    10 Warning Signs Your Aging Loved One May Need More Care | Answers for Elders

    Suzanne Newman welcomes Lindsay Friedman and Wendy Harris of CarePatrol of Greater Mobile and Northwest Florida to discuss when it's time to consider more care — the warning signs that an older adult's world is beginning to shrink, and why receiving help does not mean giving up independence.

    Answers for Elders
    Senior Care
    Warning Signs
    Listen