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Content provided by Jerry Williams. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jerry Williams or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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EPS 35 – When Should You Take Social Security? Myths, Math & Money Social Security: more math, less myth

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Manage episode 434607435 series 3307548
Content provided by Jerry Williams. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jerry Williams or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Pink Money, Jerry Williams breaks down the confusing—and often overwhelming—decision of when to start taking Social Security. From age 62 to 70, Jerry explains how timing impacts your monthly benefit, why “take it early and invest” isn’t always the best advice, and what realistic returns look like compared to the hype.

He also dives into full retirement age rules, earnings limits, taxation of benefits, and life expectancy considerations. Whether you’re planning for yourself or helping someone else, this episode delivers a clear-eyed look at how to make Social Security work as part of your retirement strategy.

💬 Have a question or comment? Contact Jerry here

  continue reading

43 episodes

Artwork
iconShare
 
Manage episode 434607435 series 3307548
Content provided by Jerry Williams. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jerry Williams or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Pink Money, Jerry Williams breaks down the confusing—and often overwhelming—decision of when to start taking Social Security. From age 62 to 70, Jerry explains how timing impacts your monthly benefit, why “take it early and invest” isn’t always the best advice, and what realistic returns look like compared to the hype.

He also dives into full retirement age rules, earnings limits, taxation of benefits, and life expectancy considerations. Whether you’re planning for yourself or helping someone else, this episode delivers a clear-eyed look at how to make Social Security work as part of your retirement strategy.

💬 Have a question or comment? Contact Jerry here

  continue reading

43 episodes

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