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Rethinking Social Security: When Might Claiming Benefits Early Be in Your Best Interest?
Manage episode 498299314 series 1446412
In this episode of Gimme Some Truth, financial advisors Nate Condon and Clint Walkner explore whether it makes sense to claim Social Security early—as early as age 62 or 63—rather than waiting until 70.
📊 They challenge the traditional advice to delay benefits and explain how early Social Security claiming can support meaningful lifestyle choices like travel, hobbies, and enjoying retirement while you're still young and active.
Key topics covered:
Pros and cons of claiming Social Security at 62, 63, or full retirement age
Health, longevity, and spending factors to consider
How early retirement income strategies can align with your life goals
The role of personalized financial planning in Social Security decisions
If you're nearing retirement and wondering when to start Social Security, this episode offers a balanced, personalized perspective.
📺 Watch now to learn how to align your Social Security strategy with your unique goals.
⏱️ Timestamps:
00:00 – Introduction to Social Security and Conventional Wisdom
01:06 – The Case for Delaying Social Security
02:46 – Challenging Conventional Wisdom: Early Social Security Benefits
07:33 – Financial Flexibility and Personal Goals
07:55 – Considering Future Uncertainties
08:43 – Advisors' Role in Personalized Financial Planning
13:44 – Conclusion and Final Thoughts
#SocialSecurity #RetirementPlanning #FinancialPlanning #ClaimSocialSecurityEarly #GimmeSomeTruth #PersonalFinance #RetirementStrategy #walknercondon
🔔 Subscribe for More Insights on Financial Planning, Investing, and Retirement:
👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon
🌐 Learn More About Walkner Condon Financial Advisors:
Visit: https://walknercondon.com
🌍 Are You a U.S. Expat?
We specialize in financial planning for Americans abroad:
Explore our dedicated expat site: https://usexpatinvesting.com
📣 Connect with Us on Social Media:
LinkedIn: https://www.linkedin.com/company/walknercondon
Facebook: https://www.facebook.com/walknercondon
Instagram: https://www.instagram.com/walknercondon/
Twitter/X: https://twitter.com/walknercondon
261 episodes
Rethinking Social Security: When Might Claiming Benefits Early Be in Your Best Interest?
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Manage episode 498299314 series 1446412
In this episode of Gimme Some Truth, financial advisors Nate Condon and Clint Walkner explore whether it makes sense to claim Social Security early—as early as age 62 or 63—rather than waiting until 70.
📊 They challenge the traditional advice to delay benefits and explain how early Social Security claiming can support meaningful lifestyle choices like travel, hobbies, and enjoying retirement while you're still young and active.
Key topics covered:
Pros and cons of claiming Social Security at 62, 63, or full retirement age
Health, longevity, and spending factors to consider
How early retirement income strategies can align with your life goals
The role of personalized financial planning in Social Security decisions
If you're nearing retirement and wondering when to start Social Security, this episode offers a balanced, personalized perspective.
📺 Watch now to learn how to align your Social Security strategy with your unique goals.
⏱️ Timestamps:
00:00 – Introduction to Social Security and Conventional Wisdom
01:06 – The Case for Delaying Social Security
02:46 – Challenging Conventional Wisdom: Early Social Security Benefits
07:33 – Financial Flexibility and Personal Goals
07:55 – Considering Future Uncertainties
08:43 – Advisors' Role in Personalized Financial Planning
13:44 – Conclusion and Final Thoughts
#SocialSecurity #RetirementPlanning #FinancialPlanning #ClaimSocialSecurityEarly #GimmeSomeTruth #PersonalFinance #RetirementStrategy #walknercondon
🔔 Subscribe for More Insights on Financial Planning, Investing, and Retirement:
👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon
🌐 Learn More About Walkner Condon Financial Advisors:
Visit: https://walknercondon.com
🌍 Are You a U.S. Expat?
We specialize in financial planning for Americans abroad:
Explore our dedicated expat site: https://usexpatinvesting.com
📣 Connect with Us on Social Media:
LinkedIn: https://www.linkedin.com/company/walknercondon
Facebook: https://www.facebook.com/walknercondon
Instagram: https://www.instagram.com/walknercondon/
Twitter/X: https://twitter.com/walknercondon
261 episodes
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