4 Reasons You Should Take Social Security at 62

What this episode covers

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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Frequently Asked Questions

How long is this episode of Retirement Answers?

This episode is 13 minutes long.

When was this Retirement Answers episode published?

This episode was published on January 29, 2026.

What is this episode about?

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...

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