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May 13th, 2024

When should I claim Social Security if I don’t need it?

  1. When should I claim Social Security if I don’t need it? Wiser Wealth Management 29:09

When should I claim Social Security if I don't need it? On this episode of A Wiser Retirement™, Casey Smith and Missie Beach, CFP®, CDFA® talk about the best age to claim Social Security, different strategies for claiming it, and the optimal time to take it if you don't necessarily need it.

Related Podcast Episodes:
– Ep 109: Common Social Security Questions Answered

Related YouTube Videos:
How will retiring early impact my Social Security benefit?
Common Mistakes to Avoid with Social Security Spousal Benefits

Related Blogs:
Social Security Benefits for Divorcees after 10 Years of Marriage

Other Links:
Solving Social Security Calculator

Learn More about Wiser Wealth Management:
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Schedule a complimentary consultation (learn more about our services)
Click here to download one of our free guides that covers financial planning topics like Retirement, investing, taxes, divorce, and more!

Connect With Wiser Wealth Management:
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This podcast was produced by Wiser Wealth Management. Thanks for listening!

Casey Smith President, Wiser Wealth Management

Casey T. Smith, President of Wiser Wealth Management, started the company in 2001. Prior to starting Wiser Wealth Management, Casey worked for a brokerage firm and quickly became unhappy with the traditional brokerage commissions agenda. After seeing many financial advisors and companies acting in their own interest and not thinking about what is right for the client, he decided to create his own firm focused on what is best for the client. In June 2001, Casey became a Registered Investment Advisor and formed a fee-only financial services firm, which later became Wiser Wealth Management, Inc.

For more than 20 years, Casey has grown Wiser Wealth into a firm that is centered around client service and retention. His fee-only firm accepts fiduciary responsibility for its clients’ investments and welcomes investors of all wealth levels. In addition to financial planning and investing, Casey positioned Wiser Wealth to offer a seamless process through our network of professionals for insurance needs, tax planning and strategies, and estate planning and business legal services.

Casey earned a Bachelor of Science degree in Finance from Berry College in Rome, GA. He serves on the board of the Berry College Campbell School of Business Executive Advisory Committee and Berry College Board of Visitors.

Casey is married to his high school sweetheart Angela and they have three children. Casey is also a retired airline Captain and still enjoys flying and playing golf in his spare time.

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