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Retirement Answer Man

Retirement Answer Man

Your Social Security Playbook: Building Your Strategy- Single Filers

Sep 23, 2026 · 50m

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On this episode

About this episode

Roger Whitney explains how solo filers can make a confident Social Security claiming decision without getting overwhelmed by complexity. He covers the biggest mistakes to avoid, introduces a practical decision-making framework, answers listener questions about survivor benefits, and closes with a simple action step for deciding when to revisit the issue. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PODCAST (00:00) Intro: Why Social Security decisions get complicated PRACTICAL PLANNING SEGMENT (02:55) Social Security claiming framework for solo filers: avoiding common mistakes, knowing when to begin, using the OODA framework, evaluating your plan and personal circumstances, checking…