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For many people, Social Security will be their primary income source in retirement, but some individuals have sufficient assets or income from other sources, making them less dependent on Social Security benefits.
James explains the factors that can affect when you should collect Social Security and how to create a dynamic strategy.
Questions Answered:
What if you have sufficient assets/ income that you don't depend on Social Security for your retirement needs?
How should that change your approach to collecting social security?
Timestamps:
0:00 Intro
2:36 If you don't need Social Security
5:40 First thing to look at
7:48 Listener's situation
10:11 Working in retirement
12:50 The second thing to look at
14:30 The third thing to look at
15:44 The fourth thing to look at
17:15 Examples
20:18 Needing cash down the line
24:49 Final thoughts
25:22 Outro
Create Your Custom Strategy ⬇️
Get Started Here.
Join the new Root Collective HERE!
By James Conole, CFP®4.9
775775 ratings
For many people, Social Security will be their primary income source in retirement, but some individuals have sufficient assets or income from other sources, making them less dependent on Social Security benefits.
James explains the factors that can affect when you should collect Social Security and how to create a dynamic strategy.
Questions Answered:
What if you have sufficient assets/ income that you don't depend on Social Security for your retirement needs?
How should that change your approach to collecting social security?
Timestamps:
0:00 Intro
2:36 If you don't need Social Security
5:40 First thing to look at
7:48 Listener's situation
10:11 Working in retirement
12:50 The second thing to look at
14:30 The third thing to look at
15:44 The fourth thing to look at
17:15 Examples
20:18 Needing cash down the line
24:49 Final thoughts
25:22 Outro
Create Your Custom Strategy ⬇️
Get Started Here.
Join the new Root Collective HERE!

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