Artwork

Content provided by Josh Bretl. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Josh Bretl 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.
Player FM - Podcast App
Go offline with the Player FM app!

027: When Should You Claim Social Security? (Part 2)

30:41
 
Share
 

Manage episode 350341095 series 3338916
Content provided by Josh Bretl. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Josh Bretl 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.

Have you been counting down the hours? Well, it’s heeere! Part II of what promises to be a Retirement Equals Freedom ratings bonanza focused on – you asked for it – Social Security!

Host Josh Bretl is walking us through some of the variables that we all want to factor into the all-important decision about when to start receiving Social Security. Sooner or later? It depends on your age, health history and how much you (and your spouse) require to live comfortably.

It also depends on how much you’re earning. (Did you know you could suffer big penalties if you try to tap Social Security while earning more than $18,000 per year?)

You’ll also want to hear what superpowers Josh and Co-Host Dave Schmidt would most like to have and how choosing what to watch on TV this weekend may have some similarities to financial planning for retirement (it’s a stretch … but there are parallels).

And if you’re feeling bereft that this up-close-and-personal special series on Social Security has come to an end, we’re here to say: But wait! There’s more!! Yep. Josh and Dave will be back next time to dig deep into some more variables those Social Security calculators oftentimes miss.

So stay tuned for Part III – sure to be a fan fave!

  continue reading

42 episodes

Artwork
iconShare
 
Manage episode 350341095 series 3338916
Content provided by Josh Bretl. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Josh Bretl 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.

Have you been counting down the hours? Well, it’s heeere! Part II of what promises to be a Retirement Equals Freedom ratings bonanza focused on – you asked for it – Social Security!

Host Josh Bretl is walking us through some of the variables that we all want to factor into the all-important decision about when to start receiving Social Security. Sooner or later? It depends on your age, health history and how much you (and your spouse) require to live comfortably.

It also depends on how much you’re earning. (Did you know you could suffer big penalties if you try to tap Social Security while earning more than $18,000 per year?)

You’ll also want to hear what superpowers Josh and Co-Host Dave Schmidt would most like to have and how choosing what to watch on TV this weekend may have some similarities to financial planning for retirement (it’s a stretch … but there are parallels).

And if you’re feeling bereft that this up-close-and-personal special series on Social Security has come to an end, we’re here to say: But wait! There’s more!! Yep. Josh and Dave will be back next time to dig deep into some more variables those Social Security calculators oftentimes miss.

So stay tuned for Part III – sure to be a fan fave!

  continue reading

42 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide