Is claiming Social Security at 62 a smart move—or a costly mistake? In this episode of Bridging the Gap, Lynn Bridges unpacks the pros, cons, and personalized strategies behind Social Security decisions, including the impact of early claims, penalties, taxes, and family benefits. Discover why timing matters, how Roth accounts and cash value life insurance fit into the equation, and why Social Security should be just one part of a resilient retirement plan. Tune in for practical insights to help you make informed choices about your retirement income.
Book your complementary appointment to learn your retirement score and how Bridges Wealth Preservation can help at BridgesWealthPreservation.com or call 435-674-1037.
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