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Smart Wealth and Retirement
Jim Martin & Casey Bibb
100 episodes
1 week ago
A show designed to help retirees and pre-retirees live an awesome retirement.
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Investing
Education,
Business,
Self-Improvement
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All content for Smart Wealth and Retirement is the property of Jim Martin & Casey Bibb and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
A show designed to help retirees and pre-retirees live an awesome retirement.
Show more...
Investing
Education,
Business,
Self-Improvement
https://is1-ssl.mzstatic.com/image/thumb/Podcasts221/v4/a4/99/c4/a499c423-4be9-e284-d28c-5be08449010e/mza_274975698630832748.jpg/600x600bb.jpg
Social Security Questions Answered for Retirement: Part 2
Smart Wealth and Retirement
25 minutes 53 seconds
3 months ago
Social Security Questions Answered for Retirement: Part 2
In this episode, financial advisors and retirement planners Jim Martin & Casey Bibb of Martin Wealth Solutions continue their deep dive into Social Security, focusing on strategies to maximize your benefits. They discuss the importance of understanding your full retirement age, the impact of claiming early or delaying, and how spousal and survivor benefits can play into your plan. Jim & Casey also cover taxation of benefits, coordination with other income sources, and key mistakes to avoid. This episode offers practical, clear guidance to help you make the most of your Social Security decisions.Want to work with us? Visit: http://retirewithmartin.com/Learn more: www.planwellretirehappy.com 00:00 Introduction to Today’s Topic00:38 Review of Social Security Basics from Part 102:14 Full Retirement Age and Its Impact04:56 Early Claiming: Pros, Cons, and Long-Term Effects08:20 Delaying Benefits for Higher Payouts11:05 Spousal and Survivor Benefits Explained15:32 Taxation of Social Security Benefits18:45 Coordinating Social Security with Other Income22:10 Common Mistakes and How to Avoid Them25:54 Final Thoughts and Next Steps Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Smart Wealth and Retirement
A show designed to help retirees and pre-retirees live an awesome retirement.