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Episode 96: "When To Start Social Security"
Knowing when to start Social Security is a critical decision
that can have a significant impact on your retirement income. In this video Tom walks you through the 3 essential questions you need to ask yourself to determine the optimal time to start receiving Social Security.
1) When is the right age to claim benefits based on
your life expectancy and break-even analysis?
2) What are your contingency plans should Social
Security reforms or benefit cuts affect your future payments?
3) How will you address the gap between your
desired retirement income and projected social security benefits to ensure you have sufficient savings and income streams?
With clear examples and expert insights, Tom provides a framework to evaluate your personal circumstances, longevity risk, and retirement goals so you can optimize your Social Security timing and secure your financial
future in retirement.
Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀
𝗯𝗲𝗹𝗼𝘄!
👇
TIMESTAMPS
00:00 When to Start Social Security? 3 Questions to ask
yourself.
00:29 Question #1: When should you turn on Social Security?
01:58 Question #2: What are you going to do if benefit cuts affect future payments?
03:10 Questions #3: How are you going to address the gap between your desired income and projected Social Security benefits?
04:06 The benefits of an income plan
05:49 End
Have specific questions for Tom and the team at Mosley Wealth Management?
Contact us here 👇
https://mosleywealthmanagement.com/contact/
===========================================If you enjoy this content, please 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄!
https://www.youtube.com/channel/UCPMvD3G1cZA1Kz4CKnwynhA?sub_confirmation=1
===========================================
⭐ 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀⭐
- Facebook: https://www.facebook.com/mosleyeaseintoretirement
- Instagram: https://www.instagram.com/easeintoretirement/
- LinkedIn: https://www.linkedin.com/company/mosley-wealth-management
#WhenToStartSocialSecurity
#SocialSecurityBenefits
#RetirementIncome
#RetirementPlanning
#RetirementStrategy
#FinancialEducation
#FinancialLiteracy
#HowToRetireEarly
#RetirementPlanningAt50
#RetirementPlanningAt60
#HowMuchDoINeedToRetire
#HowToRetireEarly
#RetirementPlanningTips
#FinancialAdvisor
#SocialSecurity
DISCLOSURE:
Investment
advisory services offered by duly registered individuals through Mosley Wealth Management, Inc. (“MWM”). MWM and Mosley Insurance and Financial Services are
affiliated companies by common ownership. License # 0K76766. Investing involves risk, including the potential loss of principal. Any references to protection, safety, or lifetime income, generally referred to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength claims paying abilities of the issuing carrier. This content
is intended for informational & educational purposes only. It is not intended to be used as the sole basis for financial decisions nor should it be construed as advice designed to meet the particular needs of an individual situation. All hypothetical examples are provided for illustrative purposes only; they do not represent real life scenarios. Mosley Insurance & Financial Services nor its agents or representatives may not give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any investment decisions. Our firm is not affiliated with or endorsed by the US government or any governmental agency. Some of the
information provided may be from one or more third parties which we believe to be reliable sources, but accuracy and completeness cannot be guaranteed by Mosley Insurance & Financial Services.
View all episodes
By Tom MosleyKnowing when to start Social Security is a critical decision
that can have a significant impact on your retirement income. In this video Tom walks you through the 3 essential questions you need to ask yourself to determine the optimal time to start receiving Social Security.
1) When is the right age to claim benefits based on
your life expectancy and break-even analysis?
2) What are your contingency plans should Social
Security reforms or benefit cuts affect your future payments?
3) How will you address the gap between your
desired retirement income and projected social security benefits to ensure you have sufficient savings and income streams?
With clear examples and expert insights, Tom provides a framework to evaluate your personal circumstances, longevity risk, and retirement goals so you can optimize your Social Security timing and secure your financial
future in retirement.
Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀
𝗯𝗲𝗹𝗼𝘄!
👇
TIMESTAMPS
00:00 When to Start Social Security? 3 Questions to ask
yourself.
00:29 Question #1: When should you turn on Social Security?
01:58 Question #2: What are you going to do if benefit cuts affect future payments?
03:10 Questions #3: How are you going to address the gap between your desired income and projected Social Security benefits?
04:06 The benefits of an income plan
05:49 End
Have specific questions for Tom and the team at Mosley Wealth Management?
Contact us here 👇
https://mosleywealthmanagement.com/contact/
===========================================If you enjoy this content, please 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄!
https://www.youtube.com/channel/UCPMvD3G1cZA1Kz4CKnwynhA?sub_confirmation=1
===========================================
⭐ 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀⭐
- Facebook: https://www.facebook.com/mosleyeaseintoretirement
- Instagram: https://www.instagram.com/easeintoretirement/
- LinkedIn: https://www.linkedin.com/company/mosley-wealth-management
#WhenToStartSocialSecurity
#SocialSecurityBenefits
#RetirementIncome
#RetirementPlanning
#RetirementStrategy
#FinancialEducation
#FinancialLiteracy
#HowToRetireEarly
#RetirementPlanningAt50
#RetirementPlanningAt60
#HowMuchDoINeedToRetire
#HowToRetireEarly
#RetirementPlanningTips
#FinancialAdvisor
#SocialSecurity
DISCLOSURE:
Investment
advisory services offered by duly registered individuals through Mosley Wealth Management, Inc. (“MWM”). MWM and Mosley Insurance and Financial Services are
affiliated companies by common ownership. License # 0K76766. Investing involves risk, including the potential loss of principal. Any references to protection, safety, or lifetime income, generally referred to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength claims paying abilities of the issuing carrier. This content
is intended for informational & educational purposes only. It is not intended to be used as the sole basis for financial decisions nor should it be construed as advice designed to meet the particular needs of an individual situation. All hypothetical examples are provided for illustrative purposes only; they do not represent real life scenarios. Mosley Insurance & Financial Services nor its agents or representatives may not give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any investment decisions. Our firm is not affiliated with or endorsed by the US government or any governmental agency. Some of the
information provided may be from one or more third parties which we believe to be reliable sources, but accuracy and completeness cannot be guaranteed by Mosley Insurance & Financial Services.