A larger Social Security benefit sounds appealing, but what if waiting means sacrificing some of your best retirement years? Ryan Herbert and Katherine Groce explore the factors that go into deciding when to claim Social Security, including longevity, cash flow needs, portfolio withdrawals, taxes, and lifestyle goals. They discuss why the “best” claiming age is different for everyone, how delaying benefits can affect your retirement savings, and why quality of life often plays a major role in the decision.

Want to begin building your retirement and tax plan? Click Here to Schedule a 15-minute Discovery Call

Follow us for more helpful insights:

🖱️ Facebook- https://bit.ly/3PmJcSt

🖱️ LinkedIn- https://bit.ly/44T88a9

🖱️ X - https://bit.ly/3PHxqDJ

A larger Social Security benefit sounds appealing, but what if waiting means sacrificing some of your best retirement years? Ryan Herbert and Katherine Groce explore the factors that go into deciding when to claim Social Security, including longevity, cash flow needs, portfolio withdrawals, taxes, and lifestyle goals. They discuss why the &ldquo;best&rdquo; claiming age is different for everyone, how delaying benefits can affect your retirement savings, and why quality of life often plays a major role in the decision.
Want to begin building your retirement and tax plan?&nbsp;<a href="https://calendly.com/prostatis/15-minute-savvy-discovery-call-savvy-investor-podcast">Click Here to Schedule a 15-minute Discovery Call</a>
Follow us for more helpful insights:
🖱️ Facebook- <a href="https://bit.ly/3PmJcSt">https://bit.ly/3PmJcSt</a>
🖱️ LinkedIn- <a href="https://bit.ly/44T88a9">https://bit.ly/44T88a9</a>
🖱️ X - <a href="https://bit.ly/3PHxqDJ">https://bit.ly/3PHxqDJ</a>

The Savvy Investor Podcast is your one-stop shop for investors and retirees who want to level-up their retirement plans. Hosts Mike Canet and Ryan Herbert are independent financial advisors with decades of experience. They tackle the tough financial issues that matter most to you, from saving for retirement to reducing taxes.

Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you. Tune in each week for practical tips and strategies on how to reach your financial goals.

Don't miss an episode! Subscribe or follow today!

Schedule your 15-minute Discovery Call here: https://calendly.com/prostatis/15-minute-savvy-discovery-call-savvy-investor-podcast

Learn more about the team at Prostatis Financial Advisors Group on their website or on social: Facebook, LinkedIn, Twitter and their NEW YouTube channel and video podcast.

The Savvy Investor Podcast is your one-stop shop for investors and retirees who want to level-up their retirement plans. Hosts Mike Canet and Ryan Herbert are independent financial advisors with decades of experience. They tackle the tough financial issues that matter most to you, from saving for retirement to reducing taxes.
Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you. Tune in each week for practical tips and strategies on how to reach your financial goals.
Don't miss an episode! Subscribe or follow today!
Schedule your 15-minute Discovery Call here: <a href="https://calendly.com/prostatis/15-minute-savvy-discovery-call-savvy-investor-podcast">https://calendly.com/prostatis/15-minute-savvy-discovery-call-savvy-investor-podcast</a>
Learn more about the team at Prostatis Financial Advisors Group on their <a href="https://bit.ly/3Fk5BLu">website</a> or on social:&nbsp;<a href="https://www.facebook.com/prostatisgroup">Facebook</a>, <a href="https://bit.ly/3PUO0yN">LinkedIn</a>, <a href="https://bit.ly/3RQ8VWq">Twitter</a> and their NEW <a href="https://bit.ly/46DQxUS">YouTube channel and video podcast</a>.

Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you.

The Savvy Investor Podcast

The Savvy Investor Podcast is your one-stop shop for investors and retirees who want to level-up their retirement plans. Hosts Mike Canet and Ryan Herbert are independent financial advisors with decades of experience. They tackle the tough financial issues that matter most to you, from saving for retirement to reducing taxes.

Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you. Tune in each week for practical tips and strategies on how to reach your financial goals.

Don't miss an episode! Subscribe or follow today!

Schedule your 15-minute Discovery Call here: https://calendly.com/prostatis/15-minute-savvy-discovery-call-savvy-investor-podcast

Learn more about the team at Prostatis Financial Advisors Group on their website or on social: Facebook, LinkedIn, Twitter and their NEW YouTube channel and video podcast.

The Savvy Investor Podcast is your one-stop shop for investors and retirees who want to level-up their retirement plans. Hosts Mike Canet and Ryan Herbert are independent financial advisors with decades of experience. They tackle the tough financial issues that matter most to you, from saving for retirement to reducing taxes.
Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you. Tune in each week for practical tips and strategies on how to reach your financial goals.
Don't miss an episode! Subscribe or follow today!
Schedule your 15-minute Discovery Call here: <a href="https://calendly.com/prostatis/15-minute-savvy-discovery-call-savvy-investor-podcast">https://calendly.com/prostatis/15-minute-savvy-discovery-call-savvy-investor-podcast</a>
Learn more about the team at Prostatis Financial Advisors Group on their <a href="https://bit.ly/3Fk5BLu">website</a> or on social: <a href="https://www.facebook.com/prostatisgroup">Facebook</a>, <a href="https://bit.ly/3PUO0yN">LinkedIn</a>, <a href="https://bit.ly/3RQ8VWq">Twitter</a> and their NEW <a href="https://bit.ly/46DQxUS">YouTube channel and video podcast</a>.