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3 Solid Reasons to Take Social Security at 62!

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Manage episode 486478576 series 2891513
Content provided by Scott Sierens. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Sierens 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://staging.podcastplayer.com/legal.

Are you thinking about taking Social Security at age 62? That’s what many Americans consider when they approach Social Security age, but just because you can take it early doesn’t always mean that you should. Claiming too soon could shrink your benefits for life so it’s not a decision you want to rush to make. If you can check the box on one of the three situations we're going to discuss in this video, then claiming Social Security at age 62 might actually be the right move for you.

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

📉 Why taking benefits early reduces your lifetime income 💰 Tax planning and Roth conversions — timing is everything 🧍‍♀️ Survivor benefits and spousal strategy insights 🧠 Why flexibility matters more than getting the “most” from Social Security

Company website: https://sierensfinancialgroup.com/

Podcast website and resources: https://maxretirementshow.com/

Phone: (847) 235-6989

Contact our team: [email protected]

Schedule your no-cost introductory call: https://sierensfinancialgroup.com/schedule-a-meeting/

Join us for our next financial workshop: https://sierensfinancialgroup.com/

Check out our free guides:

Unlocking Hidden Tax Savings Guide: https://maxretirementshow.com/taxes/

Social Security Benefits Guide: https://maxretirementshow.com/socialsecurity/

Will Your Money Last As Long As You Do Guide: https://sierensfinancialgroup.com/

Check us out on YouTube: https://www.youtube.com/channel/UCPhQ-u12d60Z0HNCwwVubdQ

  continue reading

166 episodes

Artwork
iconShare
 
Manage episode 486478576 series 2891513
Content provided by Scott Sierens. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Sierens 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://staging.podcastplayer.com/legal.

Are you thinking about taking Social Security at age 62? That’s what many Americans consider when they approach Social Security age, but just because you can take it early doesn’t always mean that you should. Claiming too soon could shrink your benefits for life so it’s not a decision you want to rush to make. If you can check the box on one of the three situations we're going to discuss in this video, then claiming Social Security at age 62 might actually be the right move for you.

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

📉 Why taking benefits early reduces your lifetime income 💰 Tax planning and Roth conversions — timing is everything 🧍‍♀️ Survivor benefits and spousal strategy insights 🧠 Why flexibility matters more than getting the “most” from Social Security

Company website: https://sierensfinancialgroup.com/

Podcast website and resources: https://maxretirementshow.com/

Phone: (847) 235-6989

Contact our team: [email protected]

Schedule your no-cost introductory call: https://sierensfinancialgroup.com/schedule-a-meeting/

Join us for our next financial workshop: https://sierensfinancialgroup.com/

Check out our free guides:

Unlocking Hidden Tax Savings Guide: https://maxretirementshow.com/taxes/

Social Security Benefits Guide: https://maxretirementshow.com/socialsecurity/

Will Your Money Last As Long As You Do Guide: https://sierensfinancialgroup.com/

Check us out on YouTube: https://www.youtube.com/channel/UCPhQ-u12d60Z0HNCwwVubdQ

  continue reading

166 episodes

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