A deep dive into when to claim Social Security

When it comes to claiming Social Security benefits, there are many questions with no easy answers. In this episode of Edelman Financial Engines’ Everyday Wealth™, Jean is joined by wealth planner Andy Smith to help break down how to get the most out of Social Security and when might be the best time to claim. Later in the episode, Jean interviews Marcia Mantell, author of What's the Deal with Social Security for Women? and Cooking Up Your Retirement Plan, about how claiming is a critical financial decision for women and why it’s essential to consider spousal benefits when claiming.


Ms. Chatzky receives cash compensation for acting as hosts of the Everyday Wealth radio show and podcast and for related activities and therefore has an incentive to endorse Edelman Financial Engines and its planners.  That compensation is a fixed sum paid on an annual basis; and reimbursement for certain expenses.  The amount paid each year does not vary, is not based on show content or any results-dependent factors (e.g., popularity of the show).

This show is pre-recorded, and any callers are prescreened.

The views and opinions expressed by Marcia Mantell are solely her own and may not reflect the views or opinions of EFE or its planners. The information being provided is for informational and educational purposes only and should not be construed as investment advice. You should consult with a financial advisor to help determine the best options for your particular circumstances.

© 2023 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed.

Explore the crossroads of financial decisions and how they affect your life.