Should I Take Social Security & Invest It?
In this episode of Retirement Answers, Jacob answers the common question, "should I take social security early and invest it?"
Jacob talks through the following:
- Benefits and risks of this strategy
- An example
- Big takeaway
00:00 Intro
00:40 Listener Review
01:10 Benefits and Risks
12:02 Example
14:32 The Importance of Considering Your Unique Plan
15:10 Big Takeaway
18:12 Final Thoughts
If you enjoy the podcast, I'd love it if you could give a rating and review on Apple Podcasts. It's the best way you can say 'Thank You'!
Want help with your retirement plan?👇🏼
☎️ Book a call with me
✉️ Email me: jacob@rivertreewealth.com
My YouTube Channel
#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity
Jacob talks through the following:
- Benefits and risks of this strategy
- An example
- Big takeaway
00:00 Intro
00:40 Listener Review
01:10 Benefits and Risks
12:02 Example
14:32 The Importance of Considering Your Unique Plan
15:10 Big Takeaway
18:12 Final Thoughts
If you enjoy the podcast, I'd love it if you could give a rating and review on Apple Podcasts. It's the best way you can say 'Thank You'!
Want help with your retirement plan?👇🏼
☎️ Book a call with me
✉️ Email me: jacob@rivertreewealth.com
My YouTube Channel
#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity
