How to Maximize Social Security Benefits: Tips & Strategies from Mary Beth Franklin

Leading Social Security expert, author, advisor, and winner of the Investment News’ Trailblazer Award, Mary Beth Franklin visits The Wave Strength to discuss how we can make sense of Social Security rules and regulations to take advantage of every available benefit.
A self-described “Social Security geek,” Mary Beth served as a journalist for over 40 years, covering financial news with a special focus on Social Security legislation. Her deep knowledge of personal finance also stems from her time as editor of Kiplinger’s Magazine.
Known by many as, the “Google of Social Security,” Mary Beth sits down with Pacific Life’s Ruth Schau and Caroline Elrod to take a deep dive into some of the 2,700 rules governing Social Security benefits and reveals tips and strategies for solo and married retirees to maximize their Social Security benefits.  
This, and much more, on this episode of The Wave Strength!
Read the article on PacificLife.com: www.pacificlife.com/insights-...
About Mary Beth Franklin
Mary Beth Franklin is a Contributing Editor at Investment News specializing in Social Security, Medicare, and Retirement Income. She has been a financial journalist for more than 40 years, covering everything from the federal budget and tax policies as a Capitol Hill reporter for United Press International to consumer finances as a writer and editor at Kiplinger’s Personal Finance magazine. Mary Beth became a Certified Financial Planner in 2015 and is an in-demand speaker at conferences for financial professionals as well as a frequent guest on numerous radio and television programs. She is the author of “Maximizing Your Social Security Retirement Benefits” and host of the Retirement Repair Shop podcast. In her free time, Mary Beth likes to read, garden, ski, and play the piano. She received a BA in Communications from American University in 1975 where she continues to mentor journalism students.
About Caroline Elrod
Caroline Elrod, J.D., CLU is a retirement strategies group manager for Consumer Markets at Pacific Life. Caroline helps financial professionals address complex tax, estate, and retirement planning issues for their clients, and their tax and legal professionals. Caroline is a graduate of the Northeastern University School of Law; she joined Pacific Life in 2015.
About Ruth Schau
Ruth is Senior Director of Pension Solutions, Institutional Division at Pacific Life. She works with companies and their advisors to customize solutions to solve financial risks inherent in pension plans. Ruth’s focus is on organizations that sponsor defined contribution (DC) plans, such as 401(k) or 403 (b) plans to provide guaranteed lifetime income options for plan participants. Ruth joined Pacific Life in 2021.