Retirement Answers

Should I Take Social Security & Invest It?


Listen Later

In this episode of Retirement Answers, Jacob answers the common question, "should I take social security early and invest it?"

Jacob talks through the following:
- Benefits and risks of this strategy
- An example
- Big takeaway

00:00 Intro
00:40 Listener Review
01:10 Benefits and Risks
12:02 Example
14:32 The Importance of Considering Your Unique Plan
15:10 Big Takeaway
18:12 Final Thoughts

If you enjoy the podcast, I'd love it if you could give a rating and review on Apple Podcasts. It's the best way you can say 'Thank You'!

Want help with your retirement plan?šŸ‘‡šŸ¼
ā˜Žļø Book a call with me
āœ‰ļø Email me: [email protected]

My YouTube ChannelĀ 

#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity

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

Retirement AnswersBy Jacob Duke, CFPĀ®

  • 5
  • 5
  • 5
  • 5
  • 5

5

87 ratings


More shows like Retirement Answers

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

426 Listeners

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

Your Money, Your Wealth

741 Listeners

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

The Retirement and IRA Show

719 Listeners

Retirement Answer Man by Roger Whitney, CFPĀ®, CIMAĀ®, RMA, CPWAĀ®

Retirement Answer Man

1,272 Listeners

Retire Sooner with Wes Moss by Wes Moss

Retire Sooner with Wes Moss

426 Listeners

Retirement Starts Today by Benjamin Brandt CFPĀ®, RICPĀ®

Retirement Starts Today

489 Listeners

Big Picture RetirementĀ® by Devin Carroll, CFPĀ® & John Ross, JD

Big Picture RetirementĀ®

502 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFPĀ®

Stay Wealthy Retirement Podcast

541 Listeners

The NewRetirement Podcast by Steve Chen

The NewRetirement Podcast

176 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

538 Listeners

Ready For Retirement by James Conole, CFPĀ®

Ready For Retirement

752 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

147 Listeners

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

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

43 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

692 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

161 Listeners