Bob Simpson, District Manager of the Traverse City Social Security Administrative office, wants to be clear: “There are NO secrets when it comes to Social Security despite what the headlines say.” After 35 years on the job, one would think he’d would know a thing or two about that. On today’s show, Bob will join Heidi and Shea to talk about how to schedule an appointment with one his office’s 17 representatives who are working remotely. He will also give you the ins and outs of some more complex issues related to collecting Social Security and how to avoid scams.
Remember, the Social Security office is there to provide you with options, not give you advice. After you’ve collected the facts, consider meeting with your financial advisor and CPA to decide on your income strategies in retirement.