CLAIM SMART™ STRATEGY SESSION
The Claim Smart™ Strategy Session with Kwame Kuadey, Benefits Educator, Retirement Strategist, and Johns Hopkins Adjunct Professor
You’ve watched the videos. You’ve read the articles. But your situation is specific — and generic advice only goes so far. In one private 30-minute session, we’ll look at your actual Social Security, Medicare, or government benefits picture and give you the clarity you’ve been looking for.
What We’ll Cover In Your Session:
› Your optimal Social Security claiming strategy — based on your age, work history, and circumstances
› Spousal and survivor benefit opportunities you may not know about
› Medicare Part A, B, D enrollment windows — and how to avoid lifetime penalties
› How other income, a pension, or a job may affect your benefits
› The SNAP, Medicaid or Extra Help programs you may qualify for but haven’t applied for
› Your top questions — answered directly, without jargon
›› PLUS: You’ll receive a written summary email after our call with key takeaways and resources.
Kwame Kuadey is the co-founder of Benefits Insider — one of the most trusted YouTube channels on retirement benefits, with over 216,000 subscribers and a decade and a half of helping people understand their government benefits.
He teaches Finance at Johns Hopkins University's Carey Business School and has spent 15+ years translating complex Social Security, Medicare, and government benefit rules into clear, actionable guidance.
Important disclosure: Kwame is not a licensed financial advisor. These sessions are educational in nature and do not constitute financial, legal, or tax advice. All guidance is meant to help you understand your options so you can make informed decisions — ideally alongside your financial planner or attorney.

Book Your Claim Smart™ Strategy Session:
📅 30-Minute Private Session via Zoom
💵 Investment: $150 (paid at booking — fully secures your spot)
📋 Pre-call intake questions — so we hit the ground running
📧 Written follow-up summary sent within 24 hours
🔒 Sessions are limited to 2 per day
Who this is for:
You're within 5–10 years of Social Security eligibility
You're already receiving benefits and wonder if you claimed optimally
You're navigating Medicare enrollment for the first time
You have a spouse and want to understand joint claiming strategies
You want a second opinion before making a major benefits decision
Is this financial advice?
No. This is benefits education. Kwame is not a licensed financial advisor, and these sessions are explicitly educational. He will help you understand your options — not make decisions for you.
What if I am already receiving benefits?
That's actually the best time to have this conversation. Understanding your options before you claim can be worth thousands of dollars over your retirement lifetime.
What technology do I need?
Just Zoom. A link will be sent to you after booking. A phone, tablet, or computer all work fine.
Can I get a refund?
Sessions are non-refundable but can be rescheduled up to 24 hours in advance.