Ask These 9 Questions before Claiming Social Security

The right time to take Social Security is different for everyone. When you should take SS depends on your financial plan and needs. In this video, I’m going to give you 9 questions to ask yourself to determine what MIGHT be the best time to take your SS…. Depending on your situation.
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🔑 Key Topics :
0:00 - Intro
0:55 - Will You Continue to Work?
1:39 - Do You Need the Money from Social Security?
2:20 - Do You Have Multiple Investments?
2:43 - Where Are Your Investments Located in Terms of Tax Status?
3:25 - What Is Your Risk Tolerance?
4:06 - If You're Married What Is the Age Difference?
4:27 - What Is Your Health Like?
4:46 - How Much Social Security Benefit Will Your Spouse Receive?
5:23 - What Do Your Retirement Expenses Look Like?
5:54 - Conclusion
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[@toddhallam9598]

I just recently started seeing your videos. Excellent content so far so you just got another subscriber.

[@brindleandbay]

Glad you like them!

[@Dana-ee9pb]

Great points! I was going to take SS early but then I inherited an IRA that I must take distributions from starting now so I've pushed off taking SS.

[@brindleandbay]

Thank you!

[@johngill2853]

I agree with everything except for maybe the part about the safety of Social Security and the steady stream of income by taking it early.
When I reach my goal I will mentally pull that money out of my portfolio that I need to replace Social Security till I collect it. I will create a social security bridge or ladder and that money will be invested 100% safe investments(something like a 6-year CD ladder in my case).

[@brindleandbay]

Sounds like a sound plan!

[@bradleyvanzile1111]

Can you speak on SSDI?