When Should You Claim Social Security? Plus Mortgage and College Planning

When should you claim Social Security? Should you pay off your mortgage before retirement? And how do you balance saving for retirement while helping pay for college? Join Wes Moss and Christa DiBiase on this episode of the Retire Sooner Podcast as they tackle listener questions and explore practical perspectives on retirement planning, retirement income, taxes, pensions, and planning for a more fulfilling retirement. planning for a more fulfilling retirement • Compare Social Security claiming approaches and the factors that may influence your decision. • Consider how health, longevity, your spouse, and taxes may shape your retirement plan. • Explore the research behind Core Pursuits and why they may play an important role in retirement satisfaction. • Balance retirement savings and college funding while weighing different education-planning options. • Evaluate pension survivor benefits, cash reserves, and mortgage payoff as part of your broader financial picture. • Access preorder bonus information for The Retire Sooner Method, no matter where you purchase it, including your favorite local bookstore. Listen and subscribe to the Retire Sooner Podcast for more educational conversations about retirement planning, Social Security, retirement income, investing, taxes, and financial independence—and discover new ideas to consider as you prepare for retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices