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Calculating Your Optimized Social Security Formula
Manage episode 371480407 series 2841622
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CERTIFIED FINANCIAL PLANNER and Registered Social Security Analyst Catherine Allen-Carlozo sits with Jack McGee to delve into the world of social security and retirement planning. They emphasize the value of informed decision-making when it comes to social security benefits and retirement age. The discussion centers around exploring various options and strategies to maximize social security earnings. Accurate income figures take the spotlight, dispelling prevalent misconceptions about social security. Tune in as Catherine and Jack shed light on these crucial aspects of financial planning on this insightful episode of Dollar Wise.
Tune into this episode to also learn:
- What factors should be considered when deciding when to start collecting social security?
- How can understanding the income figures and formulas for social security help in making informed retirement decisions?
- What strategies can be employed to maximize social security benefits and ensure a comfortable retirement?
What we discussed
[00:02:15] Social Security analysis provides informed decisions for retirement strategies
[00:05:11] Analysis can bring confidence and excitement to retirement decisions
[00:09:32] Education empowers smart decisions, debunking myths about social security's future
3 Things To Remember
- Importance of education: The more educated you are about social security, the better decisions you can make regarding retirement planning.
- Analysis and visualization: Through detailed analysis and visual presentations, you can see the actual numbers and projections, helping you make informed decisions about social security and your retirement income.
- Debunking fears and misconceptions: Addressing common concerns and myths about social security, such as it running out of money, provides reassurance and confidence in its long-term benefits.
Useful Links
Connect with Catherine Allen-Carlozo : LinkedIn
Like what you’ve heard…
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Schedule time to speak with us HERE
Check out our Financial Wellness Program – HFM Ignite
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