Everything You Need To Consider To Maximize Your Social Security Benefits With Mike McCabe (Ep. 13)

Dollars and Sense: Creating Your Fulfilled Life

08-02-2023 • 41 mins

Marriage, divorce, a late spouse, and age can all affect social security benefits. There’s no simple equation for figuring out which benefit plan works best for you or when you should start taking your benefit, but a financial advisor can help guide you through the process.

We are back with another episode of Dollar$ and $ense: Creating Your Fulfilled Life with Nicole Romito. Learn from Mike McCabe, a colleague of Nicole’s at Private Vista, as he sits down with her to break down what you need to know about social security. Mike shares different scenarios that you should consider and explains how to best approach your social security benefits to maximize these benefits for your household.

Mike McCabe discusses:

The different roles you are eligible to apply under for social security and the benefits of each
What type of benefits are available and when you should consider applying for them
The importance of knowing your situation when navigating the social security system
How to determine when it’s right for you to take your social security benefits
…and so much more!

Resources:

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About our Guest:

Mike McCabe, CFP®, CPA, is a partner at Private Vista LLC. Throughout Mike’s career in financial services, his primary focus has been assisting his clients successfully manage their financial lives so they can enjoy and flourish in their real lives. He has always dedicated himself to learning. Mike’s interest led him to become a CFP® and attain the Certified Pension Consultant (CPC) designation from the American Society of Pension Professionals and Actuaries (ASPPA). Mike’s administrative roles with the firm include serving on the firm’s investment committee, helping with compliance, and mentoring the firm’s talented pool of younger advisors.