Your social security strategy is probably wrong

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Social Security might be the most overlooked—and misunderstood—pillar of retirement planning. When should you claim? Should you wait, or take it early? The decision isn’t just about numbers—it’s about strategy, timing, and what kind of retirement lifestyle you’re aiming for. In this episode of the Slow Money Show by Revise, we break down the mechanics, myths, and must-knows around Social Security so you can make the smartest move for your future.

We’ll cover:

•The origins and intent of Social Security—and how that impacts today’s retirees
•How your benefit amount is calculated (and what you can do to influence it)
•The trade-offs between claiming early vs. waiting until full retirement age
•Real-life examples that show how timing can make or break your benefit
•How to fit Social Security into your larger retirement income strategy

If you're serious about getting the most out of your retirement, this episode is a must-watch.


The Slow Money Show is available on YouTube, Spotify, and Apple Podcasts! New episodes drop every Monday & Thursday on all platforms!

IMPORTANT DISCLOSURE

Revise Insurance Group LLC (“Revise Annuity”) is a licensed insurance producer
(domiciled in Illinois #3002790618; operating in California as Revise Insurance Solutions #6012761).
We are NOT a registered investment adviser and do NOT provide advice
regarding the purchase, sale, or holding of securities.

This video is for general educational purposes only and discusses insurance
products—primarily fixed indexed annuities (FIAs). Nothing herein constitutes:

• personalized investment, legal, or tax advice;
• an offer to buy or sell any security; or
• a representation of future performance.

Guarantees referenced are subject to the claims-paying ability of the issuing
insurer and may be subject to surrender charges and other contractual
limitations. Always consult your own qualified financial, tax, and legal
professionals before making any financial decision.

© 2025 Revise Insurance Group LLC. All rights reserved.