For many of us, we only get one shot at retirement. Because let's face it, how many times have you sat there thinking that if only you knew what you knew now about financial planning ten-fifteen-twenty years ago? That if you knew better when you were younger about how to make smarter money decisions, you would be in a much better financial position than you are now?

While we may not be able to recreate our decisions, we can focus on the here and now. We can ensure that we are taking every appropriate step to drive towards a sound and secure retirement.

Part 2 of Retirement Mindset is about figuring out your Social Security and pension income strategies. For many, Social Security and the pension will be the largest monthly income that a retiree has, and having the right strategy in place could determine whether you can sustain the retirement lifestyle you envisioned.

The five-part Retirement Mindset series are the exact steps that Henry utilizes with his clients when determining whether they are on track for retirement. Please be sure to subscribe so that you are immediately notified of the next part of this series.

Episode References:

Understanding and Maximizing Social Security Benefits:
https://podcasts.apple.com/us/podcast/understanding-and-maximizing-social-security-benefits/id1521325641?i=1000536704778

https://open.spotify.com/episode/28fEChKCgAQgh0lJUeuhKw?si=ca3411520fdf4cc3

Social Security is Running Out - Here's How Much You Can Expect to Lose in Benefits:
https://podcasts.apple.com/us/podcast/social-security-is-running-out-heres-how-much-you-can/id1521325641?i=1000536006612

https://open.spotify.com/episode/6D58ja5hSChlrZTGDXlUO1?si=4c469272ab114d7c

As always, if you have any deep-burning financial question that is driving you bonkers that you would like answered, feel free to drop a question to henry@juncturewealth.com