Treceți offline cu aplicația Player FM !
The Case for Patience: Why Waiting for Social Security Pays Off
Manage episode 456339427 series 2401634
In this episode, Tyler Emrick, CFA®, CFP®, explores the key financial and psychological factors driving early Social Security claims. Discover how a well-optimized strategy could boost your lifetime spending by more than 10%.
Your Social Security decision isn’t just about dollars and cents—it’s a critical piece of your retirement puzzle. Join us to learn how to sidestep common pitfalls, maximize your benefits, and secure a more confident, fulfilling retirement.
Here’s some of what we discuss in this episode:
- What research and stats tell us about the benefits that get left on the table.
- What’s the motivation behind the decision to claim early.
- Will Social Security still be around when it’s time for you to claim?
- What if President Trump stops taxes on Social Security?
- The benefits of waiting to take it later in life.
Have questions?
Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.
162 episoade
The Case for Patience: Why Waiting for Social Security Pays Off
Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Manage episode 456339427 series 2401634
In this episode, Tyler Emrick, CFA®, CFP®, explores the key financial and psychological factors driving early Social Security claims. Discover how a well-optimized strategy could boost your lifetime spending by more than 10%.
Your Social Security decision isn’t just about dollars and cents—it’s a critical piece of your retirement puzzle. Join us to learn how to sidestep common pitfalls, maximize your benefits, and secure a more confident, fulfilling retirement.
Here’s some of what we discuss in this episode:
- What research and stats tell us about the benefits that get left on the table.
- What’s the motivation behind the decision to claim early.
- Will Social Security still be around when it’s time for you to claim?
- What if President Trump stops taxes on Social Security?
- The benefits of waiting to take it later in life.
Have questions?
Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.
162 episoade
Toate episoadele
×Bun venit la Player FM!
Player FM scanează web-ul pentru podcast-uri de înaltă calitate pentru a vă putea bucura acum. Este cea mai bună aplicație pentru podcast și funcționează pe Android, iPhone și pe web. Înscrieți-vă pentru a sincroniza abonamentele pe toate dispozitivele.