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The Case for Patience: Why Waiting for Social Security Pays Off
Manage episode 456338390 series 3404044
Content provided by Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP®. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP® 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.
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.
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