EPISODE #025

SHOULD YOU COLLECT SOCIAL SECURITY?

PERSONAL FINANCE TIPS DELIVERED DIRECTLY IN YOUR INBOX

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2018 Business Owner's Guide

TAX GUIDE

Leverage the latest tax law changes to increase wealth.

Social Security: Should You Collect It?

Welcome to the Wealth Curve Talk Podcast, in which John Smallwood, a certified financial planner, identifies key areas of pressure on your wealth and strategizes with you to reduce it.

In this episode, John gives insights on how to apply social security benefits when creating a retirement plan. He explains that there is more to social security than most of us are aware of. John provides examples to show us why the decision for collecting or deferring these benefits may have huge implications.

John is the author of 5 Ways Your Wealth is Under Attack. He has lectured at various educational institutions such as John Hopkins, Haas School of Business, UC Berkeley and UNC Chapel Hill. He has consecutively received the Five StarSM Wealth Manager Award since 2011, and is the former president and chairman of the Rotary Club of Red Bank Foundation.

John’s strength lies in his ability and commitment to continually improve the level and quality of the financial planning process. His macro view approach and dedication to his clients’ growth involves an evolving strategy that strives to meet the demands, desires, and needs of his clients in a continually changing economic environment.

The key takeaways are:

  • More and more baby boomers need to decide on their social security benefits as part of their retirement plan. How and when to start collecting has huge implications on their lifestyle.
  • John provides examples explaining why one might collect or defer social security benefits and how this may impact one’s retirement plan.
  • Conventional wisdom about social security is often misleading and does not apply to everyone. Understanding your unique situation is the essential for getting the most from your social security benefits.
  • You can collect $24,000 of social security at age 62, $33,000 at age 66 or $42,000 at age 70. How do you determine when is a good time? John has a few tips on that.

 

Make an appointment today here or by calling 732-542-1565.


Are you ready to increase your profit growth by 25%? John will show you how in the 2018 Business Owner’s Guide To Maximizing Your Benefits From The 2018 Tax Cuts.

Click here to get your complimentary copy.

2018 Small Business Guide To Maximizing Tax Cuts

 

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Should You Collect Social Security

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