Lifetime Income Series: Maximizing Social Security Benefits

This week Jim and John discuss an important topic to every working American; Social Security. They take a deep dive into the facts, circumstances and changes in Social Security for 2015. More importantly, Jim will explain how to maximize your benefits around two important decisions; when to stop working and when to claim your Social Security benefits. Jim offers two different case studies to illustrate the different Social Security options and strategies. The guest this week is Yolanda York, Social Security Public Affairs Director for San Diego County. Yolanda discusses a range of Social Security topics, including changes to be aware of for 2015.

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