Ep. 44 - Tricks & Tips to Maximize Your Social Security
The Unconventional Investor · Michelle Moses | Certified Financial Planner + Founder of Me Financial
Audio is streamed directly from the publisher (pdcn.co) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Are you wondering when to take Social Security and how to maximize your benefits? In this episode, I talk with retirement planner, Greg Kurinec, CFP®, MRFC® about strategies to get the most from your Social Security benefits.
Greg, explains the decision-making factors for taking Social Security early or delaying it, emphasizing the need to consider health, life expectancy, and employment status.
We also cover:
- Utilizing pre-tax accounts to bridge the gap before claiming Social Security at age 70.
- Conversion of pre-tax accounts to Roth accounts.
- Potential reforms to preserve Social Security.
Subscribe to the Me Financial Podcast to hear more and don't forget to leave a review!
Contact Gregory J. Kurinec, CFP®, MRFC® - www.pennantplanning.com/
Follow Michelle on YouTube - https://www.youtube.com/@theunconventionalinvestor
Follow Michelle on Instagram - michelle.e.moses
Visit the Me Financial Website - www.mefinancial.net
Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.