June 24, 2024
In this episode: full retirement age, earnings, spousal benefits, survivor benefits, filing for benefits, and the earnings test.
In this episode: full retirement age, earnings, spousal benefits, survivor benefits, filing for benefits, and the earnings test.
Valuing Social Security as an Asset Should we value social security as an asset in our FI number? My friend Jesse Cramer (guest on the podcast next month) put together a compelling case that we not only should value social security in our FI calculations, but also roughly how much the value
In this episode: social security, disability, calculating social security, claiming social security, and due diligence.
Deep Dive on Social Security Benefits I’ve received a lot of emails recently asking for more in-depth info about social security benefits, so I wanted to highlight an email I received from one of our community members: Here’s what Matt sent in: “I went down a rabbit hole and learned
Inexpensive College Credit Options My older daughter is in high school and we recently met with her counselor to discuss course options for her next few years and in that discussion, the concept of ‘dual enrollment’ came up as an option for her. Dual enrollment allows current high school students
Deep Dive on Social Security Benefits I received a helpful email from Matt, who researched a really important topic we honestly haven’t done a wonderful job covering at ChooseFI: Social Security benefits. Here’s what Matt sent in: “I went down a rabbit hole and learned how to more accurately estimate my
Does Social Security play any part in your calculations of projected retirement income? If you’ve included social security benefits, have you accurately estimated what those benefits will be? Especially if you plan on retiring from work early? For Americans, social security should probably be included in their calculations. But potentially
Are you afraid that you won’t be able to “get yours” when it comes to social security and therefore plan to take it early? Or do you procrastinate so bad that you don’t think you’ll claim social security until 70? Well, there’s some planning you can do that could significantly
Taking Action: Online Security On Episode 397 that released yesterday, I spoke with Tom, a longtime FI Community member, about common sense steps you can take to secure your online & financial life. Today is the day I challenge you to take action to make it happen! At the very least, if
Common Mistakes of DIY Investors Cody Garrett and I plan to do a podcast episode around his list of the ’24 most common mistakes of DIY investors,’ but the list was so good that I couldn’t hold back from highlighting a few that particularly stuck out to me: Service I
New FI Projection Software On Episode 470, Chris Hutchins spoke highly of a new FI Projection software called ProjectionLab, and then my friend Adam talked about it at a ChooseFI Richmond local group meetup, so I had to investigate. Kyle Nolan, the founder of ProjectionLab and longtime member of the
Warren Buffett’s Latest Shareholder Letter One of my favorite annual activities is running to my computer at 8am ET on the last Saturday in February to download Warren Buffett’s latest Berkshire Hathaway Shareholder Letter. If you’re looking for an incredible amount of financial and life wisdom in a short time,
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