Calculating the Age to Claim Social Security episode artwork

EPISODE · May 1, 2025 · 33 MIN

Calculating the Age to Claim Social Security

from Upticks: A Financial Planning & Investment Podcast · host Jake Falcon

When should you turn on Social Security? There may be more variables at play than you think. Jake and Cory discuss the complexities of Social Security, discussing strategies to help optimize your benefits and the impact of longevity, health, and working longer. Curious about how your financial plan and tax situation play into this decision? Tune in for insights to help you make more informed choices. --------------- Subscribe to our newsletter https://bit.ly/upticksubscribe   Contact us https://falconwealthadvisors.com/contact.html Order 'Retiring Right' https://bit.ly/orderretiringright --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™         https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     #socialsecurityplanning #retirementstrategies #financialplanningtips #socialsecuritybenefits #retirementdecisions #taxplanning #longevityandhealth #workinglonger #optimizingretirement #financialplanning

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Calculating the Age to Claim Social Security

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