This week on Retirement Results, Ford Stokes, a Registered Social Security Analyst, walks through everything pre-retirees need to understand about Social Security as we flip the calendar into 2026.
Ford explains how Social Security benefits are calculated, common mistakes people make when claiming, and why timing matters so much when it comes to maximizing your lifetime benefits. He also discusses strategies designed to help individuals and couples get the most out of what they have paid into the system over their working years.
The conversation highlights why Social Security should be coordinated with the rest of your retirement plan – considering your investments, taxes, and income needs – rather than treated as a standalone decision. Ford also explains how personalized Social Security maximization reports can help clarify your options and identify the claiming strategy that may be best for your specific situation.
If you are approaching retirement or thinking about when to claim Social Security, this episode provides practical insights to help you make informed decisions with confidence.
See the video with the presentation here: https://youtu.be/nDt7NlqtcCE
Schedule your complimentary Social Security and retirement consultation:
www.activewealth.com/plan
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About Retirement Results:
Welcome to Retirement Results! Each week, Ford Stokes and his team of fiduciary advisors help educate pre-retirees, retirees and business owners on ways to better protect and grow their hard-earned money.
With $37 trillion in national debt and counting, many economists believe that taxes are likely to increase in the future, affecting retirees for decades to come. Ford and his team will help you build a smart plan that is TAX-efficient, FEE-efficient and MARKET-efficient.
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