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Social Security Benefits: When Should You Start?

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Manage episode 456442387 series 3402937
Content provided by Bulman Wealth Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bulman Wealth Group 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.

Today, we're tackling a question that many people have: when should you start Social Security? There’s so much advice out there, and it can be overwhelming trying to figure out the best time to file for your benefits. So, if you’ve ever wondered when you should start, you’re in the right place.
Join us as we cover some important factors to consider when deciding when to file, whether you’re married, widowed, or single.
Here’s some of what we discuss in this episode:

  • What filing at different ages can mean for your benefits
  • Why some people decide to claim Social Security early
  • The “break-even” point with Social Security
  • Claiming strategies for married couples, surviving spouses, and single individuals

WAYS TO CONNECT:
Book a 15-minute discovery call with the team here: https://calendly.com/rachel-bwg
Visit https://bulmanwealth.com/marcos-lemus to learn more about Marcos Lemus and the other members of the team.
If you have any questions about what we discussed or anything else in your financial plan, email us at [email protected]. You can also reach the team by phone at (916) 458-8199.

  continue reading

41 episodes

Artwork
iconShare
 
Manage episode 456442387 series 3402937
Content provided by Bulman Wealth Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bulman Wealth Group 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.

Today, we're tackling a question that many people have: when should you start Social Security? There’s so much advice out there, and it can be overwhelming trying to figure out the best time to file for your benefits. So, if you’ve ever wondered when you should start, you’re in the right place.
Join us as we cover some important factors to consider when deciding when to file, whether you’re married, widowed, or single.
Here’s some of what we discuss in this episode:

  • What filing at different ages can mean for your benefits
  • Why some people decide to claim Social Security early
  • The “break-even” point with Social Security
  • Claiming strategies for married couples, surviving spouses, and single individuals

WAYS TO CONNECT:
Book a 15-minute discovery call with the team here: https://calendly.com/rachel-bwg
Visit https://bulmanwealth.com/marcos-lemus to learn more about Marcos Lemus and the other members of the team.
If you have any questions about what we discussed or anything else in your financial plan, email us at [email protected]. You can also reach the team by phone at (916) 458-8199.

  continue reading

41 episodes

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