Retirement Answers

4 Reasons You Should Take Social Security at 62


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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

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Retirement AnswersBy Jacob Duke, CFP®

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