Maximizing Social Security Benefits and Financial Planning Strategies

The chapter provides valuable insights on maximizing social security benefits by waiting until full retirement age and delves into financial planning strategies related to retirement, amending trusts, and spousal benefits. It discusses various topics such as prenups, life insurance, Roth IRA conversions, and pitfalls of using irrevocable trusts in blended families. Additionally, the hosts offer guidance on after-tax contributions in retirement accounts, financial literacy for children, and setting up a special needs trust for disabled family members.