To Your Health & Wealth

Why Mid-Year Could Make or Break Your Retirement Plan


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What if claiming Social Security early could cost you more than you think? In this episode of To Your Health and Wealth, Ron Ray of Turning 65 Solutions and Homestead Family Wealth breaks down the real math—and mindset—behind when to take Social Security. From the fear-driven rush at age 62 to the overlooked tax advantages of waiting, Ron and host Chris Swan explore how timing, peace of mind, and personal goals intersect. Plus, they unpack key retirement milestones from age 50 to 73 and why mid-year is the smartest time to review your retirement plan.

Find out more about Ron and the teams, as well as setting up a complimentary time to speak with them by reaching out to Turning 65 Solutions and Homestead Family Wealth

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To Your Health & WealthBy Ron Ray