Is It Time to Fire Your Broker? Let’s Discuss That and Social Security

Today’s show is a little different than normal. Instead of diving into one topic, we’re going to tackle two separate planning items thanks to a couple questions from Bobby and Roy. Both questions involve important decisions that will impact retirement so let’s jump in.

Here’s some of what we discuss in this episode:

• The different ages that matter for Social Security benefits and what you need to know.
• The reasons why he might want to wait to claim.
• Why your ‘underperfomance’ might just be good diversification.

For additional resources or to contact David, visit us online at http://coveryourassetskc.com or call 913-317-1414