))
Ep 10: Busting the Biggest Social Security Myths
Archived series ("Inactive feed" status)
When?
This feed was archived on March 04, 2024 01:33 (
Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 265835144 series 2687881
Content provided by Jammie Avila. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jammie Avila 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://player.fm/legal.
Social Security isn’t a topic that clients are well-versed in when we first meet them, but it’s a critical component to the income planning portion of your retirement. Many factors weigh into the claiming strategy and we want to clear up many of the common misbeliefs that are out there.
Show Notes, Contact & Resources:
https://www.cornerstonevegas.com/cornerstone-retirement-podcast/
Timestamps:
0:47 – Why we’re talking about this topic today.
1:30 – How much do clients typically know about Social Security?
2:01 – Myth: The SSA is going to help you make the best decision to when to start your benefit.
5:36 – Myth: You won’t get any Social Security if you were a stay-at-home mom.
7:29 – Myth: You won’t pay taxes on your SS since you already paid taxes on that money when you paid into the system.
9:40 – You can be proactive to lower your tax obligations.
11:15 – Myth: There won’t be any Social Security left when you retire.
12:39 – Myth: Claim your Social Security benefit as soon as you’re eligible.
15:10 – Final thought on this topic.
22 episodes
Share
