A looming shift in Social Security has many retirees rethinking their income plans sooner than expected. In this episode of the Retirement Results Podcast, Dan Grobe n and Phil Menard unpack a new Congressional Budget Office report projecting earlier trust fund depletion and a potential reduction in benefits. They discuss what this means for people nearing retirement, how Social Security fits into an overall income strategy, and why stress-testing retirement plans has become more urgent. The conversation explores timing decisions, spousal considerations, and ways retirees think about replacing income if benefits are reduced.

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