The Lifetime Income Series: Social Security and Veteran’s Benefits 101

This week the program is about government benefits. Jim and Cathlyn discuss Social Security benefits, including when you can take them, how the benefits are determined, and if you can collect benefits while still working. They also discuss how to estimate the size of your benefit, and if other pensions may reduce your Social Security benefit. Jim explains why it is important for couples to do some advance planning for handling their Social Security benefits. The guest this week is Peter Gravett, Secretary of the California Department of Veteran’s Affairs. Peter and Jim discuss what is available for veterans in terms of medical care, home care, schooling, insurance and other areas.

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