Episode
4 Reasons You Should Take Social Security at 62
- Podcast
- Retirement Answers
- Published
- Jan 29, 2026
- Duration seconds
- 817
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/a78c32e3
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Summary
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-numbers Email: [email protected] Website: https://www.rivertreewealth.com LinkedIn: https://www.linkedin.com/in/jacobduke Jacob 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 Introduction 01:31 Reason 1 03:07 Reason 2 04:19 Reason 3 06:10 Reason 4 07:51 The Flaws of Break Even Analysis 12:28 Conclusion