In this episode, Brad and Patty discuss the critical role of Social Security in retirement planning. They provide insights into how Social Security works, the importance of timing when claiming benefits, and strategies to maximize these benefits for a secure financial future.

The conversation emphasizes the need for careful planning and understanding the tax implications associated with Social Security, as well as the impact of longevity on retirement income.

Click here to schedule an appointment with Brad and the team or give them a call at 480-410-0052.