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REAL MONEY PROS - (12-21-24) - Social Security & Life Insurance in Retirement

Ben Barzideh and Jeremiah Bates begin with an analysis of the Federal Reserve’s latest actions, discussing interest rate decisions and their impact on market volatility. What does this mean for 2025, and how can investors navigate uncertainty?
The guys also tackle the perennial debate on Social Security timing. Should you take it early or delay until age 70? With examples of spousal strategies, break-even analysis, and personal anecdotes, the discussion highlights how personal circumstances and longevity considerations should drive decisions. Plus, they explore life insurance in retirement—when it’s necessary, when it’s not, and how tools like irrevocable life insurance trusts (ILITs) can aid estate planning.

REAL MONEY PROS - (12-21-24) - Social Security &amp; Life Insurance in Retirement
Ben Barzideh and Jeremiah Bates begin with an analysis of the Federal Reserve&rsquo;s latest actions, discussing interest rate decisions and their impact on market volatility. What does this mean for 2025, and how can investors navigate uncertainty? The guys also tackle the perennial debate on Social Security timing. Should you take it early or delay until age 70? With examples of spousal strategies, break-even analysis, and personal anecdotes, the discussion highlights how personal circumstances and longevity considerations should drive decisions. Plus, they explore life insurance in retirement&mdash;when it&rsquo;s necessary, when it&rsquo;s not, and how tools like irrevocable life insurance trusts (ILITs) can aid estate planning.

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