How to Read Your Social Security Statement

15 snips

Sep 17, 2025

Discover how to read your Social Security statement with clarity and confidence. The discussion breaks down each section, emphasizing its importance for retirement planning. Listeners' questions spark insights into strategies for delaying retirement and navigating financial transitions, like divorce. Learn about the nuances of Roth conversions and the critical five-year rule. Gain essential knowledge for optimizing benefits and making informed financial decisions as you approach this exciting new chapter in life.

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ANECDOTE

Personal Lab Routine As A Metaphor

Roger describes his extensive blood-test routine done every six months through Function Health.
He uses the example to illustrate consistent protocols and trend-tracking.

INSIGHT

Test Regularly To See Trends

Roger compares retirement planning to regular lab testing and says trends matter more than single readings.
He argues consistent, periodic checks reveal problems early and expand options to fix them.

ADVICE

Revise Plans When Trends Diverge

Do test your retirement plan repeatedly to identify over- or underspending trends.
Use those trends to revise the plan before they become persistent problems.

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