085: Making Sense of Social Security with Mary Beth Franklin
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 14 October 2019
⏱️ 69 minutes
🔗️ Recording | Apple Podcasts | RSS
🧾️ Download transcript
Summary
Few people understand this better than Mary Beth Franklin. Mary Beth is a benefits guru, a contributing editor at InvestmentNews, a nationally recognized expert in Social Security claiming strategies, and a frequent public speaker. With a background as a Capitol Hill reporter and experience as a retirement and tax editor at a national magazine, she's an authority on retirement income planning.
Today, Mary Beth joins the podcast to answer your many questions about Social Security. You'll learn how Social Security became the overly complicated system that it is today, why you may want to delay taking your benefits (or take them early), and how best to accurately get a sense of when to start taking withdrawals (and what you'll owe). Most importantly, you'll find out how to avoid the bad advice that so many retirees get - and learn how to create a plan that will work for you and your family.
Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to info@howardbailey.com.
Show Notes: Howardbailey.com/85
Rate & Review the Podcast: RetireWithPurpose.com/review
Weekly Retirement Newsletter: RetireWithPurpose.com/weekend
Disclosure:
Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Welcome to the Retire with Purpose podcast, a show specifically designed to help pre-retirees and retirees |
| 0:12.2 | maximize their financial confidence. Casey Weed is a certified financial planner and best-selling |
| 0:17.6 | author with his newest book, Job Optional, Av now on Retirewithpurpose.com and Amazon. |
| 0:24.6 | He's your host on Retire with Purpose. |
| 0:27.4 | Hi, I'm Casey, and I'm thrilled you're joining me this week and every week |
| 0:31.7 | as we discuss thoughts and ideas from some of today's most successful retirees |
| 0:36.5 | and experts in the field of finance, |
| 0:39.3 | excited to be offering you specific strategies that can help you make better financial decisions |
| 0:44.3 | so you can live the lifestyle you've always imagined and deserved. |
| 0:49.5 | Welcome to the show. |
| 0:55.8 | Today's guest is Mary Beth Franklin. |
| 0:58.8 | And if you're ready to learn about Social Security, then you don't need to look any |
| 1:03.7 | further. |
| 1:04.5 | Mary is a nationally recognized expert on the subject of social security, as well as a number |
| 1:09.5 | of other things, including retirement and tax planning. She has a background in the federal budget, international trade, |
| 1:15.7 | and on Capitol Hill, and is able to share with us how all those things integrate together. |
| 1:20.6 | She's the president of RetirePro, contributing editor to investment news, senior editor to |
| 1:27.0 | Kipplinger's personal finance, and syndicated |
| 1:29.9 | columnist for maturity news. Yeah, she's a bit of an overachiever. Prior to every interview, |
| 1:35.5 | we sent down an email to all of you that have signed up for weekend reading for retirees, |
| 1:40.1 | and you can do that at retire with purpose.com if you want to sign up. And we send that out to see |
| 1:45.0 | if you would like to submit questions for our guests. We received more questions for this |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Casey Weade, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Casey Weade and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.