Episode 17 – Social Security: The “What” vs. The “When”




Human-centric investing Podcast show

Summary: Sixty percent of workers claim benefits before their full retirement age. By doing so, they lock in a lower-than-expected benefit for the remainder of their lives.* Mike Lynch, Managing Director of Strategic Markets talks to John Diehl, Senior Vice President of Strategic Markets at Hartford Funds, about a way to reframe the age-old question, “When should I begin taking Social Security income?” to better equip clients when making critical decisions about their benefits. *When is the Best Age for Americans to Claim Social Security?, newsweek.com, 12/21/17 Transcript: https://author.hartfordfunds.com/damadmin#/content/dam/thf/en/docs/pub/Podcast/MAI134.pdf Workbook: https://www.hartfordfunds.com/dam/en/docs/pub/prospectingmaterials/Workbooks/MAI035.pdf Article page: https://www.hartfordfunds.com/financial-professionals/clientseminars/social-security/complexities-of-social-security.html