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EPS 35 – When Should You Take Social Security? Myths, Math & Money Social Security: more math, less myth
Manage episode 434607435 series 3307548
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
43 episodes
Manage episode 434607435 series 3307548
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
43 episodes
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