The GreaterThan Social Security Briefing

Welcome — you're about to watch the conversation that most retirees never have before they file for Social Security.

In the next 20 minutes, I'm going to show you the single most important income decision of your retirement — the one most people make in 15 minutes at a Social Security office without running a single number. The wrong choice costs over $100,000 across a lifetime. The right one, coordinated with everything else in your plan, can dramatically extend the life of your money and protect your spouse for decades after you're gone.

Stay with me to the end. I'm going to show you a side-by-side of two retirees with identical income, savings, and Social Security — who end up in completely different financial positions 25 years later. The only difference between them is one thing. And it's not what you think.

1) Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.