Ep 30: 9 Questions to Ask Before You Take Social Security

Oct 11

Social Security is one of the most complex retirement planning topics. There are multiple ways to file, everyone will receive a different amount, and there is a lot of misinformation about this topic. If you make a mistake, it can be very costly, which is why Nick and Tori will address a few social security considerations you should make on the podcast today.

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In this episode:

[2:00] Question 1 – Will you continue to work?

[3:42] Question 2 – Do you need the money from Social Security?

[4:49] Question 3 – Do you have multiple investments?

[5:28] Question 4- Where are your investments located?

[6:20] Question 5 -What is your risk tolerance?

[7:40] Question 6 – If you are married, is there an age difference?

[9:30] Question 7 – What is your health like?