Retirement Starts Today

Collect Social Security Early & Invest in the Market?


Listen Later

Should I collect Social Security early & invest the proceeds into the stock market? This is the age-old question I see on a nearly daily basis in retirement forums.

An article from Morningstar - written by Christine Benz and features a conversation with Social Security expert Mary Beth Franklin - gives me the basis for sharing six obstacles for claiming instead of waiting. 

Also, we share a listener question about whether retirees should stick with the traditional 60/40 stock-and-bond portfolio or branch out into alternatives like gold, REITs, or managed futures to help with risk management and withdrawal rate.

Resource:

Article by Christine Benz featuring Mary Beth Franklin on Morningstar: Does It Make Sense to File Early for Social Security and Invest in the Market?

 

Connect with Benjamin Brandt
  • Get the Retire-Ready Toolkit: http://retirementstartstodayradio.com
  • Subscribe to the newsletter: https://retirementstartstodayradio.com/newsletter
  • Work with Benjamin: https://retirementstartstoday.com/start

Follow Retirement Starts Today in:Apple Podcasts, Spotify, Overcast, Pocket Casts, Amazon Music, or iHeart

 Get the book!Retirement Starts Today: Your Non-financial Guide to an Even Better Retirement

 

...more
View all episodesView all episodes
Download on the App Store

Retirement Starts TodayBy Benjamin Brandt CFP®, RICP®

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

464 ratings


More shows like Retirement Starts Today

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

460 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

794 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

744 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,314 Listeners

Retire Sooner with Wes Moss by Wes Moss

Retire Sooner with Wes Moss

446 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

536 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

672 Listeners

The Boldin Your Money Podcast by Steve Chen

The Boldin Your Money Podcast

194 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

571 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

802 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

186 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

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

557 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

138 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

803 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

102 Listeners