Episode 179: Social Security COLA and Timing

Apple PodcastsSpotifyAmazon MusicTuneIniHeartRadioPodbean

(Click the featured times below to jump forward in the episode)

Today’s Smart Money Question:

Choosing when to claim Social Security can have a huge impact on your retirement plan. A lot of people are unsure about whether they should delay Social Security or take advantage of another significant COLA increase.

Today we are going to look at some of the different options you may have and narrow down the reasons they may or may not be for you. We are also going to cover the ins and outs of spousal benefits so you can go into your decision-making with as much knowledge as possible.

Here are just a handful of things you’ll learn:

  • Do you time the market or do you time Social Security? 2:21
  • Do you qualify for spousal benefits? 5:28
  • Social Security has a guaranteed interest rate for delaying. 7:31
  • If you are going to delay Social Security and not work, what other assets are you going to depend on? 10:29

 

Additional Podcast Episodes:

 

Do You Have A Smart Money Question?

Ask Matt your smart money question. Click here.

More From Matt:

The host: Matt Hausman – Contact – Resources – Call: 610-719-3003

 

Subscribe To The “Smart Money Questions” Podcast:

Share This Post

More To Explore

GOT A SMART MONEY QUESTION?

Do you have a question that we haven’t covered yet? Just leave me a message and your question just might be on my next podcast!

Why Ask A Question?

Although everyone’s situation is different, your question might help hundreds of other people who are in the same boat. Don’t be afraid of the answers, be afraid of not asking the question!

What Do You Get?

The clearest answer I can give on how to address your retirement question and links to resources that may help you.

Don't Have A Microphone?

Just fill out the form below to ask your question!

SCHEDULE A TIME TO MEET

It’s fast and easy to make an appointment with Matt. You can start with a 30-minute conference call or meet in-person at the office in Malvern, PA.