Ramp Up to Retirement
Social Security Myths That May Derail Your Retirement Strategy
Key Takeaways
- Why claiming at 62 may not be the right fit for every situation
- What to know about spousal benefits and survivor income planning
- How early filing can affect future tax liabilities
- Why longevity should factor into your Social Security decision
Show Notes
Many people feel confident about Social Security until it’s time to file. That’s when the conflicting advice from neighbors, social media, and self-proclaimed experts can make a complex decision even harder.
In this episode, Dan Reese, CFP®, breaks down the most common Social Security myths and explains how decisions around claiming, spousal benefits, and timing can affect your broader retirement strategy.
Whether you’re married, divorced, or filing solo, Dan shares key considerations that may help you make a more informed decision and avoid unintended tax and income surprises later on.
Resources
Carson Wealth Retirement Readiness Quiz
About the Podcast
You’re nearing your Ramp Up to Retirement, where work will be optional. How do you make the best decisions to set yourself up for success? Tune in to hear from Dan Reese CFP®, Founder, Senior Wealth Advisor at Avery Wealth about the decisions and subtle changes you can make to ensure your retirement is successful!
As you approach life’s next chapter, we’re here to guide you through the intricacies of financial planning. We’ll help you stay focused on what truly matters as you navigate your retirement journey, overcome financial challenges, and leave a lasting legacy.