Secure Your Retirement

Social Security at 62 vs 67 in Retirement


Listen Later

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. 

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

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

  • 5
  • 5
  • 5
  • 5
  • 5

5

240 ratings


More shows like Secure Your Retirement

View all
Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,951 Listeners

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

Your Money, Your Wealth

806 Listeners

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

Retirement Answer Man

1,297 Listeners

Retire Sooner with Wes Moss by Wes Moss

Retire Sooner with Wes Moss

458 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

537 Listeners

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

Big Picture Retirement®

548 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

675 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

582 Listeners

Sound Investing by Paul Merriman

Sound Investing

347 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

823 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)

584 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

1,059 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

186 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

151 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

104 Listeners