Windfall Elimination, Early Claims, and the Cost of Bad Timing
Update: 2025-07-29
Description
What happens when legacy planning goes wrong—and how can you avoid it? In this episode of Beyond the Money, Jackie Campbell shares lessons from the Jimmy Buffett estate battle and sits down with Social Security expert Mary Beth Franklin to unpack the future of benefits, common claiming mistakes, and the impact of the Windfall Elimination Provision. Whether you're nearing retirement or supporting aging parents, this episode offers timely insights to help you protect your income and your legacy.
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