202. The 8 Decisions That Could Make or Break Your Retirement Part 2
- Author
- Vincent Carter
- Published
- Mon 09 Jun 2025
- Episode Link
- https://cfoathome.libsyn.com/202-the-8-decisions-that-could-make-or-break-your-retirement-part-2
On this episode of CFO at Home, Vince continues his discussion with Mel Stubbs, author of "Your FERS Federal Retirement: The 10 Decisions that Will Make or Break Your Retirement." Their focus shifts to the critical Social Security decision, exploring how to maximize benefits while considering the implications for beneficiaries. Mel breaks down the complexities of when to take Social Security, the impact of life expectancy, and the importance of strategic planning. They also discuss long-term care decisions, evaluating self-insurance versus insurance policies, and the significance of working with an advisor to navigate these crucial choices. For more insights, visit christycapital.com.
Key Topics:
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Understanding the optimal age to start taking Social Security benefits
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Evaluating the trade-offs of postponing benefits for higher payouts
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The implications of Social Security on beneficiaries
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Exploring long-term care options: self-insurance vs. insurance policies
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The importance of working with a financial advisor for retirement planning
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Strategies for transitioning to retirement and finding purpose
Key Links:
Contact the Host - [email protected]
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