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Retirement Planning - Money Not Math
Drew Erickson
193 episodes
5 days ago
I love to help people have more confidence in their financial future. My mission is to provide the highest quality advice and service possible to my clients. Therefore, I limit myself to 100 active clients or less at all times that I have a fiduciary responsibility to. If you are interested in scheduling a 15-minute call to ask questions and determine if it might make sense for us to work together, please use this link to do so at your convenience, https://form.jotform.com/240425716309151 My core Values are Family, Faith, Finances, Fitness, Friends and Fun.
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All content for Retirement Planning - Money Not Math is the property of Drew Erickson and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
I love to help people have more confidence in their financial future. My mission is to provide the highest quality advice and service possible to my clients. Therefore, I limit myself to 100 active clients or less at all times that I have a fiduciary responsibility to. If you are interested in scheduling a 15-minute call to ask questions and determine if it might make sense for us to work together, please use this link to do so at your convenience, https://form.jotform.com/240425716309151 My core Values are Family, Faith, Finances, Fitness, Friends and Fun.
Show more...
Investing
Business
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πŸ’° When should you claim Social Security Benefits? πŸ•’ 2.13.15 Retire Confidently Facebook Live
Retirement Planning - Money Not Math
13 minutes 49 seconds
9 months ago
πŸ’° When should you claim Social Security Benefits? πŸ•’ 2.13.15 Retire Confidently Facebook Live

Are you reconsidering when to take your Social Security benefits? Or planning for the unpredictable future of late-life finances? Check out this podcast highlighting:

1. Discover why delaying Social Security benefits might not always be the best strategy.

2. Learn how to create a robust financial plan to guide late-life decisions and weather an unpredictable future.

Stay informed and make the best decisions for your financial future!

Disclaimer: This content is not legal, tax, or investment advice. Always consult a qualified professional regarding your own situation.

Articles referenced: https://www.morningstar.com/retirement/maybe-you-shouldnt-delay-taking-your-social-security-benefits-after-all

https://www.startribune.com/a-financial-plan-to-guide-late-life-decisions-will-help-weather-unpredictable-future/601219133

#RetirementPlanning #FinancialAdvice #SocialSecurity #LateLifePlanning #Investing #FinancialEducation #5StoneFinancialGroup #money #retirement


Retirement Planning - Money Not Math
I love to help people have more confidence in their financial future. My mission is to provide the highest quality advice and service possible to my clients. Therefore, I limit myself to 100 active clients or less at all times that I have a fiduciary responsibility to. If you are interested in scheduling a 15-minute call to ask questions and determine if it might make sense for us to work together, please use this link to do so at your convenience, https://form.jotform.com/240425716309151 My core Values are Family, Faith, Finances, Fitness, Friends and Fun.