Claiming Social Security + The Impact of Timing

Claiming Social Security + The Impact of Timing

In this video commentary Moneywise’s David Anderson discusses the basic points of Social Security for folks that are inching closer to that infamous “needing to claim” time. The timing of when you or your spouse decides to claim Social Security is very important and can make a huge impact on your required income needs, as well as your guaranteed income moving through the retirement years.

If you are in this window of decision making and are looking to work with an experienced and thoughtful financial advisor that can help you make these strategic decisions while comprehensively integrating your investments, and income + retirement planning, Moneywise Wealth Management has got your back.

Reach out to us for a free, no-pressure, no-obligation consultation. We are here to help in any way that we can.


Moneywise Wealth Management | “The Moneywise Guys” podcast + radio show
call: 661-847-1000

YouTube video