Today we are covering two different listener questions. James is asking about starting Social Security at 62. You might be amazed how many times I get that question in my office. And then Barry wants to talk through life insurance, seems to think he has a lot of it and wants to know whether he should cancel some of it. These are two core areas of planning so let’s talk through how they should come to a decision.
Here’s some of what we discuss in this episode:
- We’ll take you through the process for how we determine Social Security claiming strategies.
- Why it might not be the best idea for this person to take Social Security at 62 to pay off their mortgage.
- The questions you want to answer before getting rid of a life insurance policy.
- The different insurance products that you might look into.
Check out the life insurance calculator: https://www.bankrate.com/insurance/life-insurance/life-insurance-calculator/
For additional resources or to contact David, visit us online at http://coveryourassetskc.com or call 913-317-1414.
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