I was recently a guest on the Catching Up to FI podcast — a show for late starters on the journey to financial independence. We discussed a variety of Social Security planning topics, such as the impact of differing ages and earning histories between spouses, spousal and survivor benefits, delaying benefits as opposed to a “take the money and invest it” strategy, and more.

You can find the episode here:
https://podcasts.apple.com/us/podcast/catching-up-to-fi/id1664430924?i=1000640796504

Or on YouTube:

Other Recommended Reading

Thanks for reading!

New to Investing? See My Related Book:




Investing Made Simple: Investing in Index Funds Explained in 100 Pages or Less



Topics Covered in the Book:

  • Asset Allocation: Why it’s so important, and how to determine your own,
  • How to to pick winning mutual funds,
  • Roth IRA vs. traditional IRA vs. 401(k),
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A Testimonial:

“A wonderful book that tells its readers, with simple logical explanations, our Boglehead Philosophy for successful investing.”
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January 8, 2024



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