350: Maximizing Your Social Security Benefit and Retirement Risks in the 2020s with Bob Carlson

Today, I’m talking to Bob Carlson–America’s #1 retirement expert. Bob is the editor of Retirement Watch, a senior contributor to Forbes, and a member of the Board of Trustees of the Fairfax County Employees Retirement System. 

He’s written several highly influential books, including The Essential Guide to Retiring in the 2020s, and Where’s My Money?: Secrets to Getting the Most Out Of Your Social Security. 

In this conversation, Bob and I get into the risk factors that can potentially derail your retirement at the last minute, the obstacles making retiring in the 2020s more challenging than they were in the early 2000s, and what you can do to minimize money stress and have a successful retirement. 

We then set aside quite a bit of time to answer your burning questions about Social Security, including how to maximize your lifetime benefits, manage longevity risks, and how to plan for a future in which Social Security itself is set to run out of money in 2033. 

GET A FREE COPY OF BOB’S BOOK, THE ESSENTIAL GUIDE TO RETIRING IN THE 2020s or WHERE’S MY MONEY?: SECRETS TO GETTING THE MOST OUT OF YOUR SOCIAL SECURITY.

Here's all you have to do...

●    Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. ●    Step 2.) Text BOOK, that’s B-O-O-K to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It’s that simple!

In this podcast interview, you’ll learn:

• How to find good financial advice–and sniff out writers who don’t have real expertise.
• What makes the 5 years before you retire so critical.
• Why retirement planning is getting more and more complicated every decade.
• How to avoid having to choose between spending less early into retirement or risking running out of money later on.
• Resources and tools you can use to get a better sense of your unique financial situation.

Show Notes: RetireWithPurpose.com/350

Rate & Review the Podcast: RetireWithPurpose.com/review

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