The Case for Patience: Why Waiting for Social Security Pays Off

Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

In this episode, Tyler Emrick, CFA®, CFP®, explores the key financial and psychological factors driving early Social Security claims. Discover how a well-optimized strategy could boost your lifetime spending by more than 10%.

Your Social Security decision isn’t just about dollars and cents—it’s a critical piece of your retirement puzzle. Join us to learn how to sidestep common pitfalls, maximize your benefits, and secure a more confident, fulfilling retirement.

Here’s some of what we discuss in this episode:

• What research and stats tell us about the benefits that get left on the table.
• What’s the motivation behind the decision to claim early.
• Will Social Security still be around when it’s time for you to claim?
• What if President Trump stops taxes on Social Security?
• The benefits of waiting to take it later in life.

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