The Book — Free For A Limited Time
What You'll Learn
Helping you avoid the mistakes that can cost retirees hundreds of
thousands across their retirement.
- How to avoid the #1 mistake most people make with Social Security
- Real math on when to take your benefits (and when to wait)
- The impact of timing, spousal benefits, and taxes on your retirement.
- How to coordinate Social Security with other assets to create reliable, tax-efficient income.
- The story of Joe & Debra—and how they uncovered $676,000 in lifetime value
- Common retirement planning mistakes and how to avoid them
What You'll Learn
Everything the industry won't tell you.
Social Security is one of the most important retirement income decisions most
Americans will ever make. Unfortunately, making the wrong claiming decision can cost
retirees hundreds of thousands of dollars over the course of their retirement.”
- How to think about the claiming decision in your specific situation
- The way spousal and survivor benefits actually stack
- How other income can quietly tax up to 85% of your benefit
- A repeatable 5-step framework you can run this weekend
Inside
What's Inside
01
Why Social Security Matters in Your Retirement Plan
02
The Social Security Rules You Need to Know
03
The 3-Bucket Retirement Income Strategy
04
Real-Life Claiming Examples: Joe & Debra
05
The Most Common Claiming Mistakes to Avoid
The Author
Written by David Durham.
Stander Financial Partner & Retirement Financial Planner. Educator, Speaker, Author,
and Founder of Resilient Retirement
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This book is short, easy read, and highly effective, not much relief. Because I am a teacher, I won't ever get much $. This book gave me exactly what I needed. A simple easy to understand plan.
David breaks down Social Security in a way that finally makes sense. I learned things I wish I knew years ago. This book could easily save you tens of thousands of dollars.
I feel so much more confident about my retirement now. The examples and strategies in this book are invaluable. Highly recommend for anyone approaching retirement!
This book explains retirement planning in a simple, personal, and practical way. David has a unique ability to make complex financial topics easy to understand. It feels less like reading a financial guide and more like getting trusted advice from a friend. Highly recommended for anyone preparing for retirement.
This book explains retirement planning in a simple, personal, and practical way. David has a unique ability to make complex financial topics easy to understand. It feels less like reading a financial guide and more like getting trusted advice from a friend. Highly recommended for anyone preparing for retirement.