028: 4 Things to Know Before Claiming Social Security (Part 3)

Retirement Equals Freedom

You may be getting ready to tuck into your favorite holiday movie, but not quite yet! There’s more to learn about Social Security, thanks to Retirement Equals Freedom’s very special Part III episode all about the gift that keeps on giving!

Host Josh Bretl, founder of FSR Wealth Strategies, is closing out the year with a recap and deeper dive into some of the variables we all need to weigh when deciding when to tap federal benefits.

He’s explaining the potholes that often trip up retirees and suggesting strategies to consider when making these all-important decisions, including a look at the financial legacies we want to leave and the amount of taxes we want to pay (or avoid paying) Uncle Sam.

You’ll also enjoy some fun revelations about how Josh and Dave (that’s co-host, high school bestie and all-around impresario Dave Schmidt) relax their minds (interesting revelations!) and why having a good coach is important when it comes to making tactical decisions (about both passing the ball and maximizing our assets in retirement).

Time to celebrate the season with more Retirement Equals Freedom wisdom – and a cup of good cheer! And we look forward to seeing you in the year ahead!

This episode was fueled by Cometeer Coffee!

Click here to learn more about or listen to previous episodes of The Retirement Equals Freedom Podcast. Don’t forget to sign up for the show’s new weekly email at this link and definitely come join the conversation at our new private Facebook group, which you can find here.

Click here to explore the services that FSR Wealth Strategies offers and schedule a discovery call with one of the team’s CPAs. When it comes to living your best life, it’s never too early to get started!