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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

Social Security Benefits - How To Optimize Your Retirement Income

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

Ari Taublieb, CFP®, MBA

Retirement Planning, Save On Taxes, Careers, Personal Finance, Retirement, How To Retire, Business, Real Estate Investing, Investing, Stock Investing, Early Retirement, Entrepreneurship

4.7585 Ratings

🗓️ 4 July 2022

⏱️ 11 minutes

🧾️ Download transcript

Summary

Our topic on this episode of the Early Retirement podcast is about how you can optimize your Social Security benefits. Questions Answered Should you collect Social Security early?When does it make most sense to collect Social Security?How does this impact your overall retirement plan?NEW: I'm on YouTube! Want a custom strategy to retire early? Get Started Today Here PS: Before anyone decides to move forward with our services, we want to ensure we're the best fit to help you reach your...

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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