How to Retire Before Taking Social Security | Bridge the Social Security Gap
113.9 هزار بار بازدید -
8 ماه پیش
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In this video, we'll examine
In this video, we'll examine how to retire before taking Social Security. This is an ideal strategy for many to maximize Social Security retirement benefits.
Tools Used in this Video:
Empower: https://go.robberger.com/empower/yt-s...
New Retirement: https://go.robberger.com/new-retireme...
Video Description:
Bridging the Social Security gap can help retirees maximize their benefits. For example, you may want to retire in your early 60s but hold off on Social Security until your Full Retirement Age. Or perhaps you want to wait until you are 70 to get the highest benefit possible.
In this video, we'll discuss three topics:
1. How to determine if you can afford to delay Social Security
2. Whether there are any tax strategies to consider
3. How you should invest the money you'll need to spend until Social Security benefits begin
Join the Newsletter. It's Free:
https://robberger.com/newsletter/?utm...
Financial tools I use:
I track all of my investments, performance, fees, and asset allocation with Empower. It's Free:
https://go.robberger.com/personal-cap...
My retirement plan comes from New Retirement, the most robust retirement planner available at a reasonable cost:
https://go.robberger.com/new-retireme...
I used Capitalize for my last 401(k) rollover. They did all of the work, and it's Free:
https://go.robberger.com/capitalize/y...
My budgeting tool of choice is Tiller. It downloads all your banking data to Excel or Google Sheets:
https://go.robberger.com/tiller/yt-tools
We save and invest our credit card rewards. Here are some of my favorite credit cards:
https://www.allcards.com/best-credit-...
My Book (Retire Before Mom and Dad):
https://amzn.to/2MsRJ9B
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Video Resources
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#retirement #socialsecurity #robberger
ABOUT ME
While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.
I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)
LET'S CONNECT
Youtube: @rob_berger
Facebook: Facebook: financialfreedomguy
Twitter: Twitter: Robert_A_Berger
DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.
Tools Used in this Video:
Empower: https://go.robberger.com/empower/yt-s...
New Retirement: https://go.robberger.com/new-retireme...
Video Description:
Bridging the Social Security gap can help retirees maximize their benefits. For example, you may want to retire in your early 60s but hold off on Social Security until your Full Retirement Age. Or perhaps you want to wait until you are 70 to get the highest benefit possible.
In this video, we'll discuss three topics:
1. How to determine if you can afford to delay Social Security
2. Whether there are any tax strategies to consider
3. How you should invest the money you'll need to spend until Social Security benefits begin
Join the Newsletter. It's Free:
https://robberger.com/newsletter/?utm...
Financial tools I use:
I track all of my investments, performance, fees, and asset allocation with Empower. It's Free:
https://go.robberger.com/personal-cap...
My retirement plan comes from New Retirement, the most robust retirement planner available at a reasonable cost:
https://go.robberger.com/new-retireme...
I used Capitalize for my last 401(k) rollover. They did all of the work, and it's Free:
https://go.robberger.com/capitalize/y...
My budgeting tool of choice is Tiller. It downloads all your banking data to Excel or Google Sheets:
https://go.robberger.com/tiller/yt-tools
We save and invest our credit card rewards. Here are some of my favorite credit cards:
https://www.allcards.com/best-credit-...
My Book (Retire Before Mom and Dad):
https://amzn.to/2MsRJ9B
————————————
Video Resources
————————————
#retirement #socialsecurity #robberger
ABOUT ME
While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.
I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)
LET'S CONNECT
Youtube: @rob_berger
Facebook: Facebook: financialfreedomguy
Twitter: Twitter: Robert_A_Berger
DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.
8 ماه پیش
در تاریخ 1402/08/26 منتشر شده
است.
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