Why Karen Should Take Social Security at 62

An episode of the The Josh Scandlen Podcast podcast, hosted by Josh Scandlen, titled "Why Karen Should Take Social Security at 62" was published on April 30, 2019 and runs 11 minutes.

April 30, 2019 ·11m · The Josh Scandlen Podcast

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Summary

This is the GRAND Conclusion of our 6 part case study on Karen and Ken.  We lay it all out on the infamous white board and use the PVC pipe to point out the BEST strategy for Karen and Ken regarding when to take Social Security and whether they should convert assets to Roth IRAs.  If you haven't watched the previous 5 videos they are all in the playlist.

Episode Description

This is the GRAND Conclusion of our 6 part case study on Karen and Ken.

We lay it all out on the infamous white board and use the PVC pipe to point out the BEST strategy for Karen and Ken regarding when to take Social Security and whether they should convert assets to Roth IRAs.

If you haven't watched the previous 5 videos they are all in the playlist.

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