Guided Path 2-6 When You Should File? With Bart Wagstaff, CFP®

Oct 31, 2022

In 1940, the average life expectancy of a 65-year-old was another 14 years, but today, it is over 20 years.

This means you will probably need to save more money and better organize your finances as your retirement will most likely last longer than those in the past.

In this episode, Zacc Call and Laura Hadley talk with Bart Wagstaff, CFP®, to share how you can start putting your Social Security strategy to work so you can sit back and enjoy your retirement.

Bart discusses:

• How to do a personal analysis to find out when you should file for Social Security 
• How to calculate your own cost of living adjustment
• Some real life examples of people who took their Social Security at the wrong time and how you can avoid making the same mistake
• How divorce and marriage affects your Social Security benefit
• And more

Resources:

• The Financial Call: The Different Penalties You May Have On Your Social Security Benefit Guided Path 2-5 

Connect With Capita Financial Network:

• [e-mail]
• [e-mail]
• [phone]
• Capita Financial Network
• LinkedIn: Zaccary Call 
• LinkedIn: Laura Hadley
• LinkedIn: Capita Financial Network
• Facebook: Capita Financial Network

Connect with Bart Wagstaff, CFP®:

• LinkedIn: Bart Wagstaff, CFP®

About Our Guest:

Bart Wagstaff, CFP®, is a partner and financial advisor at Capita Financial Network. He attended the David Eccles School of Business at the University of Utah which developed his skills in becoming a financial advisor here at Capita Financial Network. Also, he is a Certified Financial Planner and has obtained his Series 7.