EPISODE · Nov 1, 2019 · 19 MIN
Episode 9 - When to Claim Social Security
from Down the Middle · host Creative Planning, Peter Mallouk, Jonathan Clements
Time Stamps:[0:00] – When to claim Social Security[10:27] – Coping with a financial emergency[13:20] – Funding a Roth IRA [14:00] – Biggest financial regrets[16:50] - Peter Mallouk tip of the month[17:35] - Jonathan Clements tip of the month SHOW NOTESHosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!Important legal disclosure: http://bit.ly/2DC250b
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What this episode covers
Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast takes a closer look at the ideal age to start receiving your Social Security benefits, and in particular, the variables that can affect your monthly payment. They also discuss how to cope with a financial emergency; the benefits of starting a Roth IRA at an early age; and their biggest financial regrets. Plus, you won’t want to miss each of their monthly tips!
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Episode 9 - When to Claim Social Security
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