Naked Wealth Podcast

Unlocking Social Security Benefits with Jennifer Aube | Quick Tips on the Naked Wealth Podcast


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Ready to learn the secrets to maximizing your Social Security benefits? What if you could unlock the potential of thousands of dollars over time by making the right decisions?

Unlock the potential of your Social Security retirement benefits by making informed decisions at crucial milestones. Learn key points to maximize your benefits, starting with an annual review of your Social Security statement between ages 25 and 60. Understand the option to claim benefits before full retirement age and the impact on monthly benefits. With the guidance of a financial professional, navigate the complexities of Social Security, calculate benefits at milestone ages, and tailor a plan to suit your unique situation.

What you'll hear:

Importance of Social Security Decision:

  • The decision on when to start Social Security can impact financial outcomes significantly.

  • Thousands of dollars over time hinge on making informed choices.

Annual Social Security Statement Review:

  • If between ages 25 and 60, annually review your Social Security statement for accuracy.

  • Request current statements through financial professionals or www.ssa.gov

Claiming Benefits Before Full Retirement Age:

  • Understand that claiming benefits before full retirement age may result in reduced monthly benefits.

  • The suitable decision varies for individuals, emphasizing the importance of determining benefits at full retirement age

Navigating Social Security Complexity:

  • Social Security decisions can be confusing, requiring professional guidance.

The opinions voiced in this show podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision

Connect with Jennifer Aube Wealth Management:

W: https://www.jenniferaube.com

IG: https://www.instagram.com/jenniferwaube

PH#: (978)-874-3253

NAKED WEALTH BOOK: https://www.amazon.com/dp/0578376849

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Naked Wealth PodcastBy Jennifer Aube

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