Social Security Secrets: Safeguard Your Legacy & Family's Future  |  Bob Goldberg, CFP — Death and Dying in the Digital Age
Death and Dying in the Digital Age

Social Security Secrets: Safeguard Your Legacy & Family's Future | Bob Goldberg, CFP

June 3, 2025 · 34 min

Why listen

A financial planner explains exactly how Social Security protects your family when someone dies.

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Social Security Secrets: Safeguard Your Legacy & Family's Future | Bob Goldberg, CFP
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In this episode

  • When to claim at 62, 67, or 70 and what each choice costs you
  • How survivor benefits work for widows, divorced spouses, and minor children
  • Why delaying Social Security can mean significantly more money long-term
  • How Social Security fits into a broader end-of-life financial plan

About this episode

What happens to your Social Security when life takes an unexpected turn? In this eye-opening episode of the Digital Legacy Podcast, host Niki Weiss welcomes financial planner Bob Goldberg, CFP to demystify Social Security and survivor benefits in the context of end-of-life and legacy planning.Bob breaks down key Social Security strategies, including when to start collecting benefits, how spousal and survivor benefits work, and why delaying might offer the highest long-term value. Learn the differences between early retirement at age 62, full retirement at 67, and maximizing your payout by waiting until 70. This episode also explores benefits for divorced spouses, minor children, and widows—crucial knowledge for families navigating loss.With real-life case studies and practical advice, this episode is a must-listen for anyone planning for retirement, currently caregiving, or facing unexpected loss. You'll gain insight into how financial planning intersects with digital legacy, long-term care, and protecting loved ones after death.🔔 Subscribe for biweekly episodes on death, technology, and financial planning.
🎧 Listen now on Spotify, Apple Podcasts, or YouTube.
📘 Learn more at digitallegacypodcast.com
Death and Dying in the Digital Age

About Death and Dying in the Digital Age

Straw Hut Media

They say we die twice: once when we take our last breath and again when our name is spoken for the final time. But in today's world, there's a third passing to consider - our digital death. Welcome to Death and Dying in the Digital Age, a podcast that explores the uncharted territory of our online afterlife.

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