Ep # 83: Discussions For When The Social Security Election Decision Isn't Clear Cut episode artwork

EPISODE · Sep 20, 2022 · 20 MIN

Ep # 83: Discussions For When The Social Security Election Decision Isn't Clear Cut

from A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning · host Benjamin Haas I Haas Financial Group

Most people aren't comfortable talking to others about money. But, Social Security is a universal financial topic that most feel okay with discussing with others because we all get to make an election decision by age 62.  More than 50% of people choose to take Social Security early because they need the income in retirement. But what if your decision on when to elect Social Security isn't apparent?  What could sway you one way or another to elect or not?  The Social Security decision is truly situational and financial planning can help.  In this podcast episode, we discuss how we would go about walking clients through the different scenarios and what factors to consider prior to making this irrevocable choice.Tracking # T004547Thanks for listening!If you want to be notified when the next episode will be released, you can:Subscribe to the ShowFor more insights on everyday financial planning questions,  go to www.haasfinancialgroup.comContact Us:Email us at [email protected] advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.

Episode metadata supplied by the publisher feed · Published Sep 20, 2022

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Most people aren't comfortable talking to others about money. But, Social Security is a universal financial topic that most feel okay with discussing with others because we all get to make an election decision by age 62. More than 50% of people choose to take Social Security early because they need the income in retirement. But what if your decision on when to elect Social Security isn't apparent? What could sway you one way or another to elect or not? The Social Security ...

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Ep # 83: Discussions For When The Social Security Election Decision Isn't Clear Cut

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