Episode Player

When Should I Take Social Security?

West Coast Financial Services

Chapters
0:17
When is the best time to take it?
3:30
Over-looked variables
5:50
Tax Planning is a MUST
7:02
Spousal pension scenarios
West Coast Financial Services
When Should I Take Social Security?
Aug 07, 2023 Season 1 Episode 2
West Coast Financial Services

Social Security is critical.  Sure there are some big picture concepts that generally apply to most people, but everyones needs are different!

In this episode Greg Brown walks us through all of the major considerations and real life scenarios we see every year with this subject and how we help folks have a peace of mind with when to take it out.