🎙️ Have you ever wondered about that chunk of your paycheck that is taken out and given to Social Security? What exactly is Social Security and when can you expect to see some of that money come back to you? Have you considered what role Social Security can play when planning for retirement?
✨ This conversation is a must-listen for anyone who has ever paid into Social Security. It is a critical element of retirement planning and offering financial support during your later years. However, navigating its complexities requires careful consideration and strategic planning. With the right guidance, you can maximize your benefits and secure a more financially stable future.
💡 In this episode, our host Kelly Augspurger is joined by Adria Rosebrock, a certified financial planner and director of wealth management operations and training at Hamilton Capital. Adria provides an insightful, comprehensive guide to navigating Social Security benefits and how they fit into your retirement planning strategy.
In this episode they covered:
🔹 Overview of Social Security
🔹 Claiming Social Security Benefits at Different Ages
🔹 Considerations for Claiming at Age 62
🔹 Full Retirement Age Benefits (66-67)
🔹 Claiming Social Security at Age 70
🔹 Income Spoilers (Penalties)
🔹 Strategies for Widows and Widowers
🔹 Strategies for Divorced Individuals
🔹 Changes and Future of Social Security
🔹 Planning Advice for Social Security
📽️ To watch this episode: https://youtu.be/O6NG3xlRTxU
Hamilton Capital and Steadfast Insurance are separate and unaffiliated companies. All information is provided solely for convenience, educational, and informational purposes only.
🔗 For more information about Adria Rosebrock and Hamilton Capital, please visit:
📲 https://hamiltoncapital.com
📲 https://www.linkedin.com/company/hamilton-capital-management/
📲 https://www.linkedin.com/in/adriarosebrock
#SocialSecurity #KellyAugspurger #AdriaRosebrock #WealthManagement #HamiltonCapital #SteadfastCarePlanning
For additional information about Kelly, check her out on Linkedin or www.SteadfastAgents.com.
To explore your options for long-term care insurance, click here.
Steadfast Care Planning podcast is made possible by Steadfast Insurance LLC,
Certification in Long Term Care, and AMADA Senior Care.
Come back next time for more helpful guidance!
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