4 Reasons You Should Take Social Security at 62 episode artwork

EPISODE · Jan 29, 2026 · 13 MIN

4 Reasons You Should Take Social Security at 62

from Retirement Answers · host Jacob Duke, CFP®

Are you still trying to decide when to take Social Security? Well, in this episode, I am deviating from my normal stance to share 4 reasons you might want to take your benefits ASAP rather than delay. And be sure to listen to the end, because I share why using a traditional break even analysis in your decision making process is not a good idea.👉 Book a call with me: https://www.rivertreewealth.com/get-started✅ Get your Important Numbers 2026 PDF here: https://www.rivertreewealth.com/2026-important-numbersEmail: [email protected]: https://www.rivertreewealth.comLinkedIn: https://www.linkedin.com/in/jacobdukeJacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.00:00 Introduction01:31 Reason 103:07 Reason 204:19 Reason 306:10 Reason 407:51 The Flaws of Break Even Analysis12:28 Conclusion

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4 Reasons You Should Take Social Security at 62

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