• Maximize Your Social Security Benefits: A Real Life Case Study

  • 2025/01/09
  • 再生時間： 19 分
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Maximize Your Social Security Benefits: A Real Life Case Study

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  • Everyone wants to know how to maximize their Social Security benefits. It’s a question that comes up nearly every time we meet with someone. While the simple answer is to wait as long as possible to get the largest monthly benefit, the strategy that you should choose needs to take your entire financial picture into account.

    In this episode, we’re going to share a Social Security case study where a couple we worked with wanted to retire at 63 and 62 but originally planned to claim Social Security at full retirement age of 67. We’re going to break down the details of their financial situation and explain why the math eventually told them to take their benefits as soon as they retire.

    Here’s what we discuss in this episode:

    0:00 – Intro

    2:47 – Case study details

    6:14 – Taking Social Security immediately

    12:20 – Social Security Fairness Act

    16:08 – Final takeaway

    Schedule a 15-minute consultation: https://calendly.com/erg-slc/15minutediscoverycall

    Get your free copy of "Rounding Third:" http://rounding-third.elevatemyretirement.com/
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あらすじ・解説

Everyone wants to know how to maximize their Social Security benefits. It’s a question that comes up nearly every time we meet with someone. While the simple answer is to wait as long as possible to get the largest monthly benefit, the strategy that you should choose needs to take your entire financial picture into account.

In this episode, we’re going to share a Social Security case study where a couple we worked with wanted to retire at 63 and 62 but originally planned to claim Social Security at full retirement age of 67. We’re going to break down the details of their financial situation and explain why the math eventually told them to take their benefits as soon as they retire.

Here’s what we discuss in this episode:

0:00 – Intro

2:47 – Case study details

6:14 – Taking Social Security immediately

12:20 – Social Security Fairness Act

16:08 – Final takeaway

Schedule a 15-minute consultation: https://calendly.com/erg-slc/15minutediscoverycall

Get your free copy of "Rounding Third:" http://rounding-third.elevatemyretirement.com/
続きを読む 一部表示

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