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Should You Take Social Security at 62?
Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do
Turning 62 comes with one of the most important financial decisions you’ll ever make: should you take Social Security now or wait? Rob explains why this choice is about more than just the numbers and how emotions and headlines often push people toward filing early. Instead of reacting to fear, this episode walks through the key factors you should consider before making a decision that lasts for decades.
Here’s what we discuss in this episode:
🧾 Filing Decision: Choosing when to claim Social Security
❤️🩹 Emotion vs Math: Why feelings often drive early filing
🧮 Methodical Approach: Evaluating the long-term impact
📈 Strategic Investing: Using early benefits intentionally
❓ Key Questions: What to ask before claiming at 62
Our website: https://www.axiowm.com/
Phone: 801-717-9237
Schedule your no-cost discovery meeting: https://www.axiowm.com/what-we-do
Get your copy of Rob’s books: https://www.axiowm.com/book
Let us speak at your next event: https://www.axiowm.com/speaking
Check us out on YouTube: https://www.youtube.com/channel/UCtidWpldZGUBLmr24oWy87Q
Facebook: https://www.facebook.com/AxioWM
LinkedIn: https://www.linkedin.com/company/axio-wealth-management-llc/
X: https://x.com/RobShelton_FA
Instagram: https://www.instagram.com/axio.wm/
View all episodes
By Rob SheltonDiscover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do
Turning 62 comes with one of the most important financial decisions you’ll ever make: should you take Social Security now or wait? Rob explains why this choice is about more than just the numbers and how emotions and headlines often push people toward filing early. Instead of reacting to fear, this episode walks through the key factors you should consider before making a decision that lasts for decades.
Here’s what we discuss in this episode:
🧾 Filing Decision: Choosing when to claim Social Security
❤️🩹 Emotion vs Math: Why feelings often drive early filing
🧮 Methodical Approach: Evaluating the long-term impact
📈 Strategic Investing: Using early benefits intentionally
❓ Key Questions: What to ask before claiming at 62
Our website: https://www.axiowm.com/
Phone: 801-717-9237
Schedule your no-cost discovery meeting: https://www.axiowm.com/what-we-do
Get your copy of Rob’s books: https://www.axiowm.com/book
Let us speak at your next event: https://www.axiowm.com/speaking
Check us out on YouTube: https://www.youtube.com/channel/UCtidWpldZGUBLmr24oWy87Q
Facebook: https://www.facebook.com/AxioWM
LinkedIn: https://www.linkedin.com/company/axio-wealth-management-llc/
X: https://x.com/RobShelton_FA
Instagram: https://www.instagram.com/axio.wm/