About this episode

Wes Moss and Christa DiBiase discuss when to claim Social Security, mortgage payoff strategies, and balancing retirement savings with college funding.

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…

People in this episode

Host: Wes Moss

Guest: Christa DiBiase

Topics covered

• Social Security
• retirement planning
• mortgage payoff
• college funding
• financial independence
• pension benefits

Keywords

• Social Security claiming
• retirement income
• taxes
• pensions
• Core Pursuits
• education planning

Mentioned in this episode

Organizations: The Retire Sooner Method

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