Equipping Points:
After so many years of paying into Social Security, you might feel ready to reap the benefits. But before you get too eager, it’s best to have a thorough understanding of the different variables and how to best leverage them.
On today’s podcast, Eric emphasizes the need for a comprehensive strategy and personalized plan. He encourages listeners to consider factors like burn rate, earnings limitations, and the potential impact of working part-time during retirement. By coordinating these elements, you can create a retirement plan that aligns with your goals and ensures a secure financial future.
Here’s some of what we discuss in this episode:
The different buckets in retirement.
How Social Security benefits apply with a spouse.
Maximizing your financial outcome.
Potential changes to Social Security.
If you have any questions about what we discussed on the show or want to follow up with any financial planning questions of your own, get in touch with us and schedule a visit here.
Today’s Takeaway:
Related Episodes:
Healthcare in Retirement
Most Common Retirement Planning Mistakes
Do You Have These Blind Spots In Your Retirement Plan?
More From Eric:
The host: Eric Peterson - Contact - Call: (515) 226-1500
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