The Case for Patience: Why Waiting for Social Security Pays Off
Update: 2024-12-19
Description
In this episode, Tyler Emrick, CFA®, CFP®, explores the key financial and psychological factors driving early Social Security claims. Discover how a well-optimized strategy could boost your lifetime spending by more than 10%.
Your Social Security decision isn’t just about dollars and cents—it’s a critical piece of your retirement puzzle. Join us to learn how to sidestep common pitfalls, maximize your benefits, and secure a more confident, fulfilling retirement.
Here’s some of what we discuss in this episode:
- What research and stats tell us about the benefits that get left on the table.
- What’s the motivation behind the decision to claim early.
- Will Social Security still be around when it’s time for you to claim?
- What if President Trump stops taxes on Social Security?
- The benefits of waiting to take it later in life.
Have questions?
Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.
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