Unlocking Your Financial Future
Business:Investing
Our four-part series on Social Security misunderstandings continues with a discussion on the age you should target for claiming your benefits. Some people will tell you that claiming benefits as early as possible is your best option while others will insist on waiting as long as possible. So which is it? Let’s discuss the factors that go into the decision.
Show Notes and Additional Resources: https://www.baschrock-fg.com/podcast/ep-15-what-age-should-you-claim-social-security/
On This Episode:
2:23 – The first misunderstanding is starting your Social Security as early as possible is your best option.
4:04 – Others say waiting as long as possible to take the money is your best bet.
5:29 – What does the process look like at B.A. Schrock when you work with a client on this topic?
6:43 – If you decide to go back to work after claiming, how does that factor into your benefits?
8:00 – We offer an in-depth Social Security analysis for clients at no cost.
11:16 – Mailbag Question: I’m selling one of my rental properties in a month or two. What’s the best thing to do with the money from that sale?
13:08 – Mailbag Question: Are there really no tax implications for rolling over my 401k?
Updates From The Annual Social Security Trustees Report (Part 2)
Updates From The Annual Social Security Trustees Report (Part 1)
Behind Baskets Galore with Deborah and Hannah Wasylko (Part 2)
Behind Baskets Galore with Deborah and Hannah Wasylko (Part 1)
The Kitchen 212 Journey with Mike and Mandy Hamlin (Part 2)
The Kitchen 212 Journey with Mike and Mandy Hamlin (Part 1)
2023 Wrap Up: Market Predictions for 2024 (Part 2)
2023 Wrap Up: End of Year Market Update (Part 1)
Financial Planning for 2024: Retiring in the New Year (Part 2)
End of Year Financial Planning Strategies For 2023 (Part 1)
Roth IRAs and Conversions Explained (Part 2)
Roth IRAs and Conversions Explained (Part 1)
Celebrating a Decade of Marriage and 11 Years In Business
Your TD Ameritrade – Charles Schwab Transition Questions Answered
Chatting with Realtor Amanda Ondrey: The State Of The Real Estate Market (Part 2)
Chatting with Realtor Amanda Ondrey: Building An All-Female Team (Part 1)
Ep 110: Estate Planning, Business Ownership And Beyond with Joel Cavanaugh (Part 2)
Ep 109: Estate Planning, Business Ownership And Beyond with Joel Cavanaugh (Part 1)
Ep 108: Financial Planning During Market Loss with Dan Oaklief (Part 2)
Ep 107: Financial Planning During Market Loss with Dan Oaklief (Part 1)
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