Are You Optimizing Social Security For The WRONG Thing?
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Are You Optimizing Social Security For The WRONG Thing?
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Is a break even analysis or trying to get the maximum lifetime benefits from Social Security the wrong way to optimize your benefits? In this episode I share an different idea with you about your Social Security claiming strategy.
👉 Book a call with me: https://www.rivertreewealth.com/get-started
✅ Get your Important Numbers 2025 PDF here: https://www.rivertreewealth.com/2025-important-numbers
Other episodes mentioned: https://open.spotify.com/episode/1lGNMCcz8U7wyWSdNS0kNA?si=8fcecfdd482445cd
Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions
Email: jacob@rivertreewealth.com
Website: https://www.rivertreewealth.com
LinkedIn: https://www.linkedin.com/in/jacobduke
Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.
DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.