17 min

Social Security Essentials: 3 Must-Know Topics for Effective Retirement Planning Financial Breakaway: Your Clear Path to Retirement

    • Investering

Join me on this episode of the Financial Breakaway Podcast as we dive deep into "Social Security Essentials: 3 Must-Know Topics for Effective Retirement Planning." As you near retirement, it's crucial to understand the intricacies of Social Security and how it fits into your overall financial plan. I'll guide you through the complexities and strategies to make the most of your Social Security benefits.
In this episode, we'll cover:
• 🕒 My insights on the Optimal Claiming Age: Weighing the benefits of claiming early versus delaying, tailored to your unique situation.
• 👫 Strategies for Coordinating Spousal Benefits: I'll show you how couples can maximize their combined retirement income through smart planning.
• 💰 Techniques for Managing Social Security Taxation: I'll share ways to handle and potentially reduce the tax impact on your Social Security benefits.
By the end of our time together, you'll have a clearer understanding of how to approach these essential Social Security decisions, setting you up for a more secure and confident retirement. Join me to unlock these vital retirement planning strategies!
 
Ryan Hitchcock
Financial Planner
High Point Capital Group
Direct: 414-253-4611
rhitch@hpcg.com
 
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not a guarantee of future results. 
Securities and investment advisory services offered through Osaic, Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. 
1200 N. Mayfair Rd., Suite 300, Milwaukee, WI 53226. Phone: 414-253-4600.

  • Ryan Hitchcock | 414-253-4611 | rhitch@hpcg.com | OFFICE ADDRESS: 1200 N. Mayfair Rd, Ste. 300, Milwaukee, WI 53226 | MAIN OFFICE PHONE 414-253-4600 | Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA (www.finra.org) SIPC (www.sipc.org). SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. SPF does not provide tax or legal advice. | This communication is strictly intended for individuals residing in states of CO, FL, GA, MI, MN, MO, MT, NC, TX, and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced. | PLEASE NOTE: this information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these web sites. | Copyright 2019 All rights reserved.

Join me on this episode of the Financial Breakaway Podcast as we dive deep into "Social Security Essentials: 3 Must-Know Topics for Effective Retirement Planning." As you near retirement, it's crucial to understand the intricacies of Social Security and how it fits into your overall financial plan. I'll guide you through the complexities and strategies to make the most of your Social Security benefits.
In this episode, we'll cover:
• 🕒 My insights on the Optimal Claiming Age: Weighing the benefits of claiming early versus delaying, tailored to your unique situation.
• 👫 Strategies for Coordinating Spousal Benefits: I'll show you how couples can maximize their combined retirement income through smart planning.
• 💰 Techniques for Managing Social Security Taxation: I'll share ways to handle and potentially reduce the tax impact on your Social Security benefits.
By the end of our time together, you'll have a clearer understanding of how to approach these essential Social Security decisions, setting you up for a more secure and confident retirement. Join me to unlock these vital retirement planning strategies!
 
Ryan Hitchcock
Financial Planner
High Point Capital Group
Direct: 414-253-4611
rhitch@hpcg.com
 
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not a guarantee of future results. 
Securities and investment advisory services offered through Osaic, Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. 
1200 N. Mayfair Rd., Suite 300, Milwaukee, WI 53226. Phone: 414-253-4600.

17 min

  • Ryan Hitchcock | 414-253-4611 | rhitch@hpcg.com | OFFICE ADDRESS: 1200 N. Mayfair Rd, Ste. 300, Milwaukee, WI 53226 | MAIN OFFICE PHONE 414-253-4600 | Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA (www.finra.org) SIPC (www.sipc.org). SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. SPF does not provide tax or legal advice. | This communication is strictly intended for individuals residing in states of CO, FL, GA, MI, MN, MO, MT, NC, TX, and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced. | PLEASE NOTE: this information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these web sites. | Copyright 2019 All rights reserved.