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July 22, 2025 • 12 mins

What if you’re missing out on thousands in Social Security benefits—and don’t even know it? In this episode, Brandon Bowen shares a real-life story of a client who unknowingly filed for $300 a month when she was eligible for $1,500. He breaks down the critical rules around spousal benefits, filing strategies, and how to build a retirement income plan that doesn’t rely solely on Social Security. Whether you’re in your 40s or 60s, this episode will help you rethink how to protect and grow your income for the long haul.

 

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