Should you claim Social Security early, wait until full retirement age, or delay until 70?
In this podcast, we walk through a real retirement case study and run the numbers to show how your claiming age affects your investments, taxes, and even your health insurance premiums.
📊 See why delaying may not always be the best choice—and how opportunity cost could erode your nest egg more than you realize.
💡 You’ll learn:
✅The real math behind claiming at 62, 67, or 70
✅Why investment returns matter more than you think
✅How taxes and ACA premiums are impacted
✅What most people overlook in Social Security planning
👉 Don’t make a decision until you understand these trade-offs!
📊 Resources: • Social Security Benefit Reduction Chart by Claiming Age: https://smartasset.com/retirement/social-security-early-retirement-penalty-chart
❤️ Like, Follow, Subscribe, and Share if this helped! 🎧
📘 Join us: [Facebook Page](https://www.facebook.com/profile.php?id=61573959929092)
🌐 Visit: [mikeupland.com](https://mikeupland.com/)
☕ Support: [Buy me a coffee](https://buymeacoffee.com/mikeupland.com)
DISCLAIMER: This podcast is for educational purposes only and is based upon my personal experience and research. Before making any major retirement decisions, please consult with qualified financial, tax, investment and legal professionals.
#socialsecurity #socialsecuritybenefit #retirementplanning #retireearly #financialfreedom
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