Financial Planning in Your 60’s

Joe and Al cover key retirement planning strategies for people in their 60’s. Find out when you can retire, learn how and when you should claim Social Security and create a better risk management plan by viewing different health insurance options.

0:09 “One of the things that you absolutely need to figure out is what is the retirement date? It’s not this arbitrary number; you want to make sure you have enough capital to maintain a lifestyle long-term”

0:26 “Believe it or not there’s over 500 ways to collect Social Security if you’re married”

0:48 “For people who can afford to wait, wait on your Social Security, you can wait as long as age 70 when you’ll get the maximum amount possible on Social Security, and that lasts the rest of your life and it’s indexed for inflation”

1:06 “A couple of other things you want to make sure you consider are healthcare costs (which are on the rise) and then making sure that you’re having fun in your overall retirement”

Season 2 Episode 18

Aired 5/2/15

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