Step 1: Watch The Video
In this video, John Conley discusses why claiming Social Security at 62 can be one of the biggest financial mistakes we see clients make – and why companies like Fidelity would rather you learn this lesson the hard way.
Through working with countless clients who claimed early and regretted it, we’ve discovered that the permanent 30% reduction in benefits creates lasting financial damage that compounds for decades.
That’s why in this video we are going to show you:
- the hidden costs of claiming at 62
- why this decision haunts retirees for life
- and what you should do instead to maximize your Social Security benefits.
Step 2: Fill out The Questionnaire Below
And Receive Your Personalized Assessment Video
How Much Do You Need To Retire?
Out of our thousands of hours of consultations with clients, we always got one question more than any other:
“How much do I need to retire?”
So we made this short quiz that lets anyone, by taking 3-minutes to fill it out, get completely personalized and professional video feedback on this question.