VIDEO: Optimizing Your Social Security Benefits for Retirement

Planning for retirement can be exhilarating, but figuring out when to claim Social Security can get confusing. Claim too early and you might be leaving money on the table. Claim too late and you could be compromising other retirement income streams.

In this brief video, we let you in on the secrets to optimizing your Social Security claiming strategy.

About Dave

Dave Becker is owner, financial advisor, and Chartered Financial Consultant® at Keystone Wealth Management, a full-service financial advisory firm based in Waterloo, Iowa. The firm offers a wide range of financial products and services to individuals, business owners, and corporations to help them pursue their financial goals. As a fiduciary, Dave always places his clients interests above all else. He enjoys simplifying the complex and helping clients move toward their goals and ultimately financial freedom. Honest, trustworthy, and a man of his word, Dave also provides clear and concise communication, something his clients highly value. 

Dave graduated from Illinois State University in 1998 and immediately started helping others with their financial planning. He earned the Certified Financial Planner™ designation in 2003 (which he voluntarily resigned in February of 2023) and the Chartered Financial Consultant® designation in 2005. Over the span of his career, Dave has guided his clients through some of the most dynamic and uncharted situations for investors, including the burst of the dot.com bubble and the subsequent correction from 2000-2002, the 2008 financial crisis, a global pandemic and interest rates at 41-year highs.

Dave, his wife, Staci, and their four children (Christian, Anna, Carson, and Jonah) reside in Cedar Falls, Iowa. In addition to his work responsibilities, Dave has also volunteered at school, coached soccer and robotics, served as a trustee at church, led a Cub Scout pack, and cheered his kids on in everything they do. He has always said that he makes his best investments at home. In his limited spare time, he also enjoys watching college football and Formula 1 racing. To learn more about Dave, connect with him on LinkedIn.