Solving the Social Security Puzzle with David Freitag (Ep. 17)
With a myriad of rules, regulations, and strategies to consider, Social Security can seem like a complex puzzle. It’s a topic our clients frequently ask us about!
Join Peter Anastasian and Charlie Massimo as they speak with David Freitag, CLU, ChFC, CRPC, financial planning consultant at MassMutual Financial Group. Together, they debunk common myths and provide clarity on how to maximize your benefit so you can avoid suboptimal decisions that jeopardize your golden years.
David discusses:
- A quick background on Social Security and where we stand today
- Why you should regularly check your Social Security earnings history
- Finding the ideal time to claim Social Security (key factors to consider)
- How taxes and inflation may affect your benefits
- The importance of personalized planning for you and your spouse
- And more
Resources:
Connect with Wealth Enhancement Group:
Connect with David Freitag:
Disclosures
The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Podcast: Play in new window | Download | Embed