Is claiming Social Security at 62 a smart move—or a costly mistake? In this episode of Smart Money Moves, host Keith Collins, founder of Keith Collins, Inc., unpacks the debate sparked by Dave Ramsey and explore the complex world of Social Security decisions. From risk management and longevity to spousal benefits, taxes, and the timing of Roth conversions, Keith shares practical insights for building a retirement strategy that fits your life. Whether you’re years away from retirement or ready to claim, this conversation highlights the questions and planning steps that can shape your financial future.

 

When your assets are at stake, discretion and reliability are a priority. Find out what tools you need for a successful retirement with a complimentary first appointment with Keith Collins and the team. Call 888-508-3736 or schedule a meeting here.

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