11. Part III: Maximize Your Social Security Benefits: Live RSSA Roadmap Walkthrough
Want Your RSSA® Social Security Roadmap? Get it Here:
www.SocialSecurity.Solutions
🎥 The YouTube version of this video is here: www.youtube.com/@RetirementIncomeSchool
✍🏼 The Blog Version of this video is here: www.retirementsolutionsfinancial.com/blog
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If you’ve ever wondered how to make the smartest Social Security claiming decision, this lesson is for you. In Part 3 of our Social Security series at the Retirement Income School™, I walk you through a live case study using the RSSA Roadmap.
You’ll meet Sandy and Steven — a married couple both turning 62 this year — and see how their work histories, retirement timelines, and life expectancy impact the benefits they’re entitled to. Using real earnings records and personalized scenarios, I’ll show you how this report helps uncover the best strategy to maximize benefits, coordinate spousal timing, and build a reliable income floor.
You'll learn:
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How the RSSA Roadmap software works
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Why earnings records, life expectancy, and income history matter
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How to compare filing combinations to uncover your highest lifetime payout
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What to do next to get your own personalized report
Whether Social Security is your main retirement income or just one layer of your plan — this walkthrough shows you how to remove the guesswork and make a confident decision based on real numbers.
Timestamps:
00:00 – Why Social Security isn’t simple for couples
01:00 – What this lesson will cover (Part 3 in the series)
9. Part I: Is Social Security Going Broke? The Truth You Need to Know02:15 – Why Social Security is key to building your income floor
10. Part II: Social Security Spousal, Survivor & Dependent Benefits Most People Miss03:00 – Meet the case study couple: Sandy & Steven
04:30 – Earnings histories and work timelines
06:00 – Uploading your Social Security earnings record
07:00 – Life expectancy assumptions and why they matter
09:00 – How to start your own RSSA Roadmap
11:00 – Filling out your retirement profile
14:00 – Future earnings and retirement age planning
17:00 – Viewing the report summary and heat map
19:00 – Break-even analysis and monthly payout differences
22:00 – Lifetime benefit comparisons
23:30 – Spousal and survivor benefit coordination
25:00 – How to get your own roadmap and schedule a consult
Show Links
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📬 Contact Dr. Amanda
Email: [email protected]
Phone: 1-866-444-2997
LinkedIn: @RetirementIncomeSchool
👩🏫 About Dr. Amanda:
Dr. Amanda is the founder of Retirement Solutions Financial™ and creator of the Retirement Income School™ and Guaranteed Income Blueprint™. After losing her father and helping her mom navigate retirement, she felt called to help others avoid the stress and confusion of planning alone.
She specializes in safe money strategies using dividend-paying whole life insurance, fixed index annuities, long-term care coverage, and social security claiming strategy. Her mission? To help you protect your wealth and enjoy a secure, stress-free retirement with confidence.
DISCLAIMERS:
The information in this podcast is provided for general educational purposes only and does not constitute financial, legal, or tax advice. Retirement Income School™ and Dr. Amanda Barrientez do not provide individual investment recommendations. Always consult with a licensed advisor or tax professional before implementing any strategy discussed.
As a Registered Social Security Analyst (RSSA), I am an independent professional and am not affiliated with or employed by the Social Security Administration or any other government agency. The Social Security information I provide is for general informational purposes only and is not intended to constitute financial, legal, or tax advice.