
Sign up to save your podcasts
Or


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
By Jacob Duke, CFP®4.9
9898 ratings
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

450 Listeners

810 Listeners

1,310 Listeners

453 Listeners

546 Listeners

752 Listeners

559 Listeners

696 Listeners

191 Listeners

575 Listeners

828 Listeners

199 Listeners

594 Listeners

1,062 Listeners

184 Listeners