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Interested in a custom strategy to retire early? → https://vwo3759x8i7.typeform.com/earl... Get access to the same software I use for my clients and join the Early Retirement Academy here → https://ari-taublieb.mykajabi.com/ear... Learn the three crucial reasons why delaying Social Security to age 67 could transform your retirement finances. Discover how to maximize your benefits, protect your spouse, and implement tax-efficient strategies that put more money in your pocket. This is the ultimate guide to Social Security planning with expert insights and real-world examples. Subscribe for actionable tips on retirement, tax planning, and wealth optimization. –––––––––––––––––––––––––––––– Time Stamp 00:00 - Introduction 01:27 - Common Misconceptions 02:45 - Delaying for Spousal Benefit 03:40 - Tax Impact of Social Security 05:30 - Financial Case Study 07:45 - Survivor Benefit Strategy 09:30 - Guaranteed Annual Increase 12:00 - Spousal Benefit Misconception 13:40 - Survivor Benefits in Action 14:45 - Importance of Customized Strategies 15:40 - Tools for Planning –––––––––––––––––––––––––––––– PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - / earlyretirementari LINKEDIN - / aritaublieb What video topic would you like to see discussed in a future video? Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast. –––––––––––––––––––––––––––––– 📣 Are you taking advantage of tax planning before 2026? Most people hoping to retire early know they're leaving money on the table but don't know how to fix it. 👉 Subscribe to our channel and press the bell icon. ––––––––––––––––––––––––––––– ⚠️ "DISCLAIMER:⚠️ All content is not to be received as financial advice, and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc., before making any financial decisions. This video contains content I created and got permission from its creators to use. This Channel DOES NOT Promote or encourage Any illegal activities; all contents provided by This Channel are meant for EDUCATIONAL AND ENTERTAINMENT purposes only.