Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

The Case for Patience: Why Waiting for Social Security Pays Off


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In this episode, Tyler Emrick, CFA®, CFP®, explores the key financial and psychological factors driving early Social Security claims. Discover how a well-optimized strategy could boost your lifetime spending by more than 10%.

Your Social Security decision isn’t just about dollars and cents—it’s a critical piece of your retirement puzzle. Join us to learn how to sidestep common pitfalls, maximize your benefits, and secure a more confident, fulfilling retirement.

Here’s some of what we discuss in this episode:

  • What research and stats tell us about the benefits that get left on the table.
  • What’s the motivation behind the decision to claim early.
  • Will Social Security still be around when it’s time for you to claim?
  • What if President Trump stops taxes on Social Security?
  • The benefits of waiting to take it later in life.
  • Have questions?

    Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.

    http://bit.ly/calltruewealth

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    Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®By Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

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