Social Security Benefits - How To Optimize Your Retirement Income
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
Ari Taublieb, CFP®, MBA
4.7 • 585 Ratings
🗓️ 4 July 2022
⏱️ 11 minutes
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Summary
Transcript
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| 0:00.0 | Welcome to the early retirement show. If you are a long time listener, thank you. And if you are new to the show, as a reminder, this show is dedicated to helping you retire early, otherwise known as the show dedicated to helping you understand what you have to do to be in a position where you are financially free, where work is now optional. So whether you are a few years out from retirement and you just want to know everything to prepare |
| 0:25.5 | for that big date or you're new in your journey and you want to get a head start on maximizing |
| 0:31.9 | what you've worked so hard for throughout your life, this is the show for you. |
| 0:36.3 | So we discuss everything from investments to |
| 0:39.2 | taxes to insurance and everything that comes in between. So without further ado, let's go ahead |
| 0:45.1 | and hop into today's episode. Welcome back to the podcast and today's episode is all about |
| 0:51.3 | Social Security. What do you need to think about when considering |
| 0:55.0 | Social Security if you are retiring early or taking that non-traditional retirement route? |
| 1:00.8 | What does it mean in terms of collecting early? How does that impact longevity? How can you be |
| 1:05.9 | optimizing Social Security? How does Social Security talk to your other income sources, whether it's from |
| 1:11.7 | investments or income from pensions, and then of course tax planning with that, meaning how does |
| 1:17.5 | that impact your ability to do things like Roth conversions or just other things you might |
| 1:22.2 | have heard me talk about in my YouTube videos. And as a great segue right there, |
| 1:27.6 | my YouTube videos. |
| 1:28.6 | If you have not seen them, you can check everything out |
| 1:31.2 | on YouTube where I am going through with a little bit |
| 1:34.2 | of a different style, walking you through the thinking |
| 1:37.4 | behind the tax planning topics, behind the investment topics, |
| 1:41.8 | and just creating a whole bunch of new types of content, |
| 1:45.1 | hopefully for all of you on YouTube to gravitate towards and resonate with. |
| 1:49.5 | So I hope you've been enjoying it so far. |
| 1:51.8 | Thank you all for who have been really leaving reviews and rating the podcast and sharing it |
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