Navigating the Social Security Benefits Application Process

Retire Ready with Kyle Hammerschmidt

Send us a text

Podcast Description:

In this episode of Retire Ready with Kyle Hammerschmidt, we’re tackling one of the most critical steps in your retirement journey: applying for Social Security benefits. Whether you're planning to claim at 62, hold out until 70, or fall somewhere in between, this episode has you covered with actionable advice.

Kyle breaks down the application process step-by-step, including how to gather the right documents, decide whether to apply online or in person, and track your application once it’s submitted. You’ll also learn how to time your first benefit payment, weigh the pros and cons of withholding taxes, and navigate key decisions that could maximize your benefits.

With relatable stories, helpful examples, and Kyle’s signature straightforward style, this episode demystifies Social Security and helps you make informed choices that align with your unique retirement goals.

Ready to take the confusion out of Social Security? Let’s dive in!
Connect With Us:
Website: https://mokanwealth.com/
Tik Tok: https://www.tiktok.com/@retirewithkyle
Instagram: https://www.instagram.com/retirewithkyle/
Facebook: https://www.facebook.com/mokanwealth
Retire Ready Academy: https://retirereadyacademy.org/

Subscribe to The Retire Ready Weekly Newsletter
Get more information on The Retire Ready Academy
Looking for personalized financial planning? Visit our website
Disclosure: You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. This podcast is intended for educational purposes only. Nothing in this podcast constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. MOKAN Wealth Management is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.