Tariffs Killed My Portfolio. Should I Claim Social Security Early? - 531

Tariffs killed Carl’s investment portfolio and left him wondering if he should claim Social Security early. Joe Anderson, CFP® and Big Al Clopine, CPA spitball for him today on Your Money, Your Wealth® podcast number 531. Kelly and Steve in Pennsylvania ask for a three-fer spitball - when to claim their Social Security, whether they should contribute to Roth or convert to Roth for that lifetime tax-free growth on their investments, and if they’re on track for Kelly to retire in three years.

Free financial resources & episode transcript: https://bit.ly/ymyw-531

CALCULATE your free Financial Blueprint

WATCH The Retirement Course: Can You Hit a Hole in One? on YMYW TV

ASK Joe & Big Al for your Retirement Spitball Analysis

SCHEDULE your Free Financial Assessment

SUBSCRIBE to YMYW on YouTube

DOWNLOAD more free guides

READ financial blogs

WATCH educational videos

SUBSCRIBE to the YMYW Newsletter

Timestamps:

00:00 - Intro: This Week on the YMYW Podcast

01:21 - Tariffs Killed My Portfolio. Should I Claim Social Security Early? (Carl)

10:14 - Watch The Retirement Course: Can You Hit a Hole in One? on YMYW TV, Calculate your free Financial Blueprint

11:13 - When Should We Claim Social Security? Roth Contributions or Conversions? Are We On Track for Retirement? (Kelly & Steve)

25:00 - Download the Key Financial Data Guide, YMYW Podcast Outro