DiscoverWealth Wednesday5 Key Things You Should Know About Social Security
5 Key Things You Should Know About Social Security

5 Key Things You Should Know About Social Security

Update: 2022-06-08
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Today we discuss 5 key things you need to know about Social Security when planning for retirement. 


  • Intro

  • Your normal retirement age

  • How your benefit is calculated

  • The impact of inflation

  • Spousal and Survivor Benefits

  • How Social Security Benefits are taxed

  • Where do you start?

  • Avoid this mistake if you’re self employed

  • Outro


To learn more, and see the charts used in the video, please visit: 


Appearing in this video:


Nikki Lude, CFP® - Nikki is a Certified Financial Planner™ in Woodsfield, Ohio.  She has been helping clients plan for retirement and manage wealth for over 15 years. 


Tyler Szafrzn, CRPC®-Tyler is a financial consultant in Wheeling West Virginia.  He joined the Commonwealth Financial Services team in 2021.  He works with clients to help them with their financial planning needs.


Neal Watson, CFP® - Neal is a CFP®  Professional in Marietta, Ohio.  He has over 25 years experience in retirement planning, investment management, and financial planning.

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5 Key Things You Should Know About Social Security

5 Key Things You Should Know About Social Security

Commonwealth Financial Services