))
If I Won’t Live to 90, Should I Claim Social Security Early?
Manage episode 504312961 series 3650791
Content provided by Dennis Horr. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dennis Horr or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Get your customized planning started today by connecting with Dennis 👉 https://www.faith401kmgmt.com/contact_us/
If your parents passed away relatively young, it’s only natural to wonder whether you’ll follow the same path. And from a financial standpoint, does that change how you should approach things like retirement planning and when to draw Social Security benefits? In today’s episode, Dennis answers a listener’s question on this exact topic.
Here’s some of what we discuss in this episode:
⏳ Claiming Social Security early reduces benefits, know your “why” and have a plan
💰 Having multiple “buckets” of money provides flexibility and tax efficiency
🛡️ Planning is more important even if you fear a shorter retirement
👨👩👧 Family history matters, but it shouldn’t determine your retirement path
Our website: https://www.401k.faith
Phone: (513) 898-1897
Contact our team: https://www.faith401kmgmt.com/contact_us/
Book an Introductory Meeting: https://www.faith401kmgmt.com/contact_us/
Check out our no-cost financial flipbooks here: https://www.faith401kmgmt.com/learning_center/flipbooks/
Join one of our upcoming events: https://www.faith401kmgmt.com/events.htm
Check out our online calculators: https://www.faith401kmgmt.com/learning_center/calculators/
Check us out on YouTube: https://www.youtube.com/channel/UCpuK6WuipFhXBxujjM6nl7g
Facebook: https://www.facebook.com/profile.php?id=100063561056644
27 episodes
Share
