Episode 3: Maximizing Social Security
Update: 2025-02-04
Description
In this episode, Sean dives deep into the crucial decision of when to start taking Social Security benefits. Should you claim at 62 or wait until 67? Sean breaks down the long-term dollar differences and explores how delaying your claim could impact your financial strategy. He also discusses the challenge of finding supplemental income if you choose to wait—and how long it may take to make up for the benefits you delayed. With many of the old strategies for maximizing Social Security no longer available, Sean shares new approaches to make the most of your benefits. Since the decision is highly nuanced, Sean emphasizes the importance of working with a professional to craft a personalized plan that puts you in the best financial position.
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