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Consider This Social Security Filing Strategy- Season 8: Episode 4

When should you start taking your Social Security benefits? This is an important question, and one that’s often dreaded by people who don’t want to make the “wrong” decision.

They often look at it as a “one and done” choice, which heightens their anxiety about getting it right. But maybe it isn’t an irrevocable decision – maybe there’s a strategy that you hadn’t considered.

On this week’s episode of Managing Your Financial Future, podcast host Johnny Dean talks with “Professor” Rick Plum, CFP® about how you may be able to push the “undo” button on your Social Security benefits!

Important Information:

The information provided should not be considered specific tax, legal, or investment advice and is not specific to any individual’s personal circumstances. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy will be profitable for a client's or prospective client's portfolio, thus, investments may result in a loss of principal. Accordingly, no client or prospective client should assume that the information presented serves as the receipt of, or a substitute for, personalized advice from LCG or from any other investment professional.

The information provided is based on current laws, which are subject to change at any time. Lucia Capital Group is not affiliated with or endorsed by the Social Security Administration or any government agency.

Social Security rules can be complex. For more information about Social Security benefits, visit the SSA website at www.ssa.gov, or call (800) 772-1213 to speak with an SSA representative.

Rick Plum is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name Lucia Capital Group, a separate entity from LPL Financial.

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