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When is the Best Time to Take Social Security?

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Content provided by Johnson Brunetti and Joel Johnson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Johnson Brunetti and Joel Johnson 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.

Nearly everyone we talk to wants to know when is the ideal time to take Social Security, and that’s a natural question because they’ve been paying into it for a very long time. Clients not only want to start getting that money out but want to do it in the most efficient way so they can maximize their benefit.

Making the decision about when to start taking Social Security benefits is one of the most crucial financial choices you’ll face as you approach retirement. In this episode of the Money Wisdom podcast, Jake Doser, CFP®, CPWA® and Nick Colantuono, CFP® take you through the process for making this decision and how we approach it with our clients.

Here’s some of what we discuss in this episode:

The key ages for Social Security.

The viability of the system and the benefits.

One of the biggest questions we get asked is about break-even points.

Why taking them sooner might allow you to enjoy the money and continue to grow your assets for your heirs.

The other factors that play into your decision.

To aid in this decision-making process, Johnson Brunetti offers a helpful booklet on Social Security decisions. You can get your hands on this resource by texting the word "social" to 800-757-0436. This booklet can provide you with the information you need to make an educated choice about when to start taking your benefits.

Check out our other free financial resources here: https://johnsonbrunetti.com/financial-resources/

Contact our team: https://johnsonbrunetti.com/contact-us/

  continue reading

100 episodes

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iconShare
 

Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on November 01, 2024 23:37 (6d ago)

What now? This series will be checked again in the next hour. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

Manage episode 443542014 series 2515480
Content provided by Johnson Brunetti and Joel Johnson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Johnson Brunetti and Joel Johnson 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.

Nearly everyone we talk to wants to know when is the ideal time to take Social Security, and that’s a natural question because they’ve been paying into it for a very long time. Clients not only want to start getting that money out but want to do it in the most efficient way so they can maximize their benefit.

Making the decision about when to start taking Social Security benefits is one of the most crucial financial choices you’ll face as you approach retirement. In this episode of the Money Wisdom podcast, Jake Doser, CFP®, CPWA® and Nick Colantuono, CFP® take you through the process for making this decision and how we approach it with our clients.

Here’s some of what we discuss in this episode:

The key ages for Social Security.

The viability of the system and the benefits.

One of the biggest questions we get asked is about break-even points.

Why taking them sooner might allow you to enjoy the money and continue to grow your assets for your heirs.

The other factors that play into your decision.

To aid in this decision-making process, Johnson Brunetti offers a helpful booklet on Social Security decisions. You can get your hands on this resource by texting the word "social" to 800-757-0436. This booklet can provide you with the information you need to make an educated choice about when to start taking your benefits.

Check out our other free financial resources here: https://johnsonbrunetti.com/financial-resources/

Contact our team: https://johnsonbrunetti.com/contact-us/

  continue reading

100 episodes

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