Download The Game of the Decade eBook
Is there really a “right age” to claim Social Security?
It’s one of the biggest decisions you’ll make as you approach retirement, and one of the easiest to get wrong. Play #4 in our “Game of the Decade” series zooms in on how to optimize your Social Security benefits and why this move could make or break your financial security in retirement.
In this episode, Mark Zagurski, Director of Strategy and Communication for Mutual of Omaha Advisors, unpacks the myths, numbers, and hidden factors behind Social Security timing. You’ll learn why there’s no one-size-fits-all answer, and why trusting a break-even calculator or viral YouTube video might lead you down the wrong path. Whether you’re nearing 62, still a decade away, or helping a loved one plan, this episode is packed with clarity and guidance.
We’ll walk through:
The truth behind “full retirement age” and the 8% annual growth after it
What a break-even calculator really tells you (and what it doesn’t)
How your life expectancy and career passion shape your best claiming age
The financial ripple effect of your decision on your spouse
Why planning your Social Security strategy isn’t just smart, it’s essential
“There is no ‘best age’, only the best age for you.” – Mark Zagurski
Take the next step: Download our free eBook “The Game of the Decade” at makeitpersonalpodcast.com, and while you're there, schedule a no-obligation conversation with one of our advisors. Like, subscribe, and share this episode with someone you care about.
Make It Personal—It’s Your Money, It’s Your Plan, It’s Your Future!
Connect with Mutual of Omaha Advisors through the following links:
Download The Game of the Decade eBook
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Investing involves risk, including loss of principal.
This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services, Inc. does not provide tax or legal advice. Please consult with the appropriate professional regarding your personal situation prior to making any financial decisions. Strategies discussed may not be suitable for everyone. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.
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