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EPISODE · Feb 4, 2026 · 58 MIN

Social Security Claiming Strategies for a Secure Retirement

from Making Retirement Make Sense · host Dana Anspach CFP®, RMA®, CJ Miller CFP®, RMA®, CPWA®

Choosing when to claim Social Security is an irrevocable decision that significantly impacts your long-term financial security. This episode breaks down the pros and cons of claiming early versus delaying, helping you build a strategy that fits your specific needs rather than following general rules of thumb.Chapters:Links & resources from this episode:Visit our website: https://makingretirementmakesense.comBipartisan Policy Center article: https://bipartisanpolicy.org/article/social-security-claiming-age-importance-claiming-behavior-and-trends/WSJ article: https://www.wsj.com/personal-finance/retirement/delay-social-security-retirement-cc6e1bbc?gaa_at=eafs&gaa_n=AWEtsqejPzh6kylw1IoijU-Nta5VkxfiA00SyGpR3fHSxg2Jrl9HzqRqTn1c76YomvQ%3D&gaa_ts=69126d1b&gaa_sig=AOKRoRLNcitSd_P1smLrbJDZqzD0xuyyq8-kngldpBJHhhtOR3wTjXFfHbRXy6P2Gvh8E4DffFqmfFtQ6beI-A%3D%3DLaurence Kotlikoff substack: https://larrykotlikoff.substack.com/p/why-delaying-your-social-securityKitces article: https://www.kitces.com/blog/discount-rate-delaying-social-security-benefits-retirement-planning/Find the full audio show wherever you get your podcasts: Apple — https://podcasts.apple.com/us/podcast/making-retirement-make-sense/id1865029561Spotify — https://open.spotify.com/show/2eOvIUMulgZUzUTGpzYrtsLIKE & SUBSCRIBE for new videos every week: https://www.youtube.com/@MakingRetirementMakeSenseFollow Making Retirement Make Sense on all social platforms:Facebook: https://www.facebook.com/profile.php?id=61580093698229LinkedIn: https://www.linkedin.com/company/MakingRetirementMakeSense/X: https://x.com/MRMSPodcastDisclosureThis channel contains general educational information only. Nothing contained herein should be construed as a solicitation to buy or sell any security or as an offer to provide investment advice.

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