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Should You Take Social Security Early? Let’s Break It Down!

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Manage episode 507132639 series 2446480
Content provided by Sean Lee. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sean Lee 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.

📞 Get your customized planning started by booking a 15-minute consultation:

https://calendly.com/erg-slc/15minutediscoverycall

If your parents died relatively young, it’s natural to wonder what that might mean for your own future. From a financial standpoint, that uncertainty raises tough questions: should it change how you plan for retirement, or when you decide to start taking Social Security benefits? In this episode, Sean unpacks the layers behind the choice to claim early.

Here’s what we discuss in this episode:

📊 Why claiming early depends on more than just life expectancy

🧮 Calculating whether early claiming meets your income needs

🩺 Health care costs before Medicare at 65

💑 The ripple effect on a surviving spouse’s benefits

📘 Grab Your FREE Copy of "Rounding Third"

http://rounding-third.elevatemyretirement.com/

Contact us:

(801) 639-0095

[email protected]

  continue reading

147 episodes

Artwork
iconShare
 
Manage episode 507132639 series 2446480
Content provided by Sean Lee. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sean Lee 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.

📞 Get your customized planning started by booking a 15-minute consultation:

https://calendly.com/erg-slc/15minutediscoverycall

If your parents died relatively young, it’s natural to wonder what that might mean for your own future. From a financial standpoint, that uncertainty raises tough questions: should it change how you plan for retirement, or when you decide to start taking Social Security benefits? In this episode, Sean unpacks the layers behind the choice to claim early.

Here’s what we discuss in this episode:

📊 Why claiming early depends on more than just life expectancy

🧮 Calculating whether early claiming meets your income needs

🩺 Health care costs before Medicare at 65

💑 The ripple effect on a surviving spouse’s benefits

📘 Grab Your FREE Copy of "Rounding Third"

http://rounding-third.elevatemyretirement.com/

Contact us:

(801) 639-0095

[email protected]

  continue reading

147 episodes

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