Is it Smart to Take Social Security Early and Invest the Money?

04/02/2025 6 min
Is it Smart to Take Social Security Early and Invest the Money?

Listen "Is it Smart to Take Social Security Early and Invest the Money?"

Episode Synopsis

Raj Shah and Rick Borek explain the complexities of claiming Social Security benefits early versus delaying them for higher payouts. It discusses the implications for surviving spouses, the risks of investing early benefits, and the importance of understanding the long-term financial impact of these decisions.  For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.