EPISODE · Feb 20, 2024 · 20 MIN
Should I Take Social Security & Invest It?
from Retirement Answers · host Jacob Duke, CFP®
In this episode of Retirement Answers, Jacob answers the common question, "should I take social security early and invest it?"Jacob talks through the following:- Benefits and risks of this strategy- An example- Big takeaway00:00 Intro00:40 Listener Review01:10 Benefits and Risks12:02 Example14:32 The Importance of Considering Your Unique Plan15:10 Big Takeaway18:12 Final ThoughtsIf you enjoy the podcast, I'd love it if you could give a rating and review on Apple Podcasts. It's the best way you can say 'Thank You'!Want help with your retirement plan?👇🏼☎️ Book a call with me✉️ Email me: [email protected] YouTube Channel #retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity
What this episode covers
In this episode of Retirement Answers, Jacob answers the common question, "should I take social security early and invest it?"Jacob talks through the following:- Benefits and risks of this strategy- An example- Big takeaway00:00 Intro00:40 Listener Review01:10 Benefits and Risks12:02 Example14:32 The Importance of Considering Your Unique Plan15:10 Big Takeaway18:12 Final ThoughtsIf you enjoy the podcast, I'd love it if you could give a rating and review on Apple Podcasts. It's the best way you can say 'Thank You'!Want help with your retirement plan?👇🏼☎️ Book a call with me✉️ Email me: [email protected] YouTube Channel #retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity
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Should I Take Social Security & Invest It?
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