When and how to file for Social Security is one of the most important financial decisions Americans make in their lifetimes. This three-part investor education video series features Dave Giertz, president of distribution and sales for Nationwide Financial. Dave discusses some of the discoveries made through our recent Nationwide Financial Retirement Institute survey. He explains how the timing of filing for Social Security benefits may potentially affect retirement outcomes.
One of the most common misperceptions many investors have about retirement is the belief that they have no control over how they receive Social Security. They see it as a spigot that automatically turns on at 62. They don’t realize that there are different filing strategies available to optimize their Social Security benefit and potentially increase their retirement income. The videos also take a look at how Social Security benefits stack up against growing health care costs and why working with a financial advisor to consider Social Security benefits is a key part of a holistic retirement plan.
Watch this video today and meet with your advisor to discuss your Social Security options.