The Case for Patience: Why Waiting for Social Security Pays Off

Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

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3M ago 31:43

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In this episode, Tyler Emrick, CFA®, CFP®, explores the key financial and psychological factors driving early Social Security claims. Discover how a well-optimized strategy could boost your lifetime spending by more than 10%.

Your Social Security decision isn’t just about dollars and cents—it’s a critical piece of your retirement puzzle. Join us to learn how to sidestep common pitfalls, maximize your benefits, and secure a more confident, fulfilling retirement.

Here’s some of what we discuss in this episode:

What research and stats tell us about the benefits that get left on the table.
What’s the motivation behind the decision to claim early.
Will Social Security still be around when it’s time for you to claim?
What if President Trump stops taxes on Social Security?
The benefits of waiting to take it later in life.

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