Secure Your Retirement

Social Security at 62 vs 67 in Retirement


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In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss whether to take Social Security at age 62 or wait until the full retirement age of 67. This is one of the most frequent and challenging questions they encounter from clients. Through a detailed example featuring their colleague Taylor, they explore the considerations that influence this significant choice.

The conversation highlights the significance of having a comprehensive retirement plan that not only addresses financial needs but also considers personal goals and lifestyle choices. This episode is packed with expert advice and practical tips to help you achieve a secure and fulfilling retirement. 

In this episode, find out: 

  • How to maximize your Social Security benefits 
  • The pros and cons of different types of annuities 
  • Strategies for long-term care planning 
  • The psychological preparation needed for retirement 
  • Tips for staying informed about changes in retirement laws 

Tweetable Quotes: 

  • "Retirement is not just a financial journey, but a significant life transition that requires emotional preparedness." – Radon Stancil 
  • "Understanding your Social Security benefits can make a huge difference in your retirement income." – Murs Tariq 

Resources: 

If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! 

To access the course, simply visit POMWealth.net/podcast. 

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Secure Your RetirementBy Radon Stancil, CFP® & Murs Tariq, CFP®

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