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5 Reasons Taking Social Security Earlier Might Make Sense
Автор: Scott Brooks, CFP®
Загружено: 2026-02-13
Просмотров: 377
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Most people are told to delay Social Security as long as possible. And sometimes that’s right. But not always.
In this video, I walk through five real scenarios where taking Social Security at 62 could make sense — including life expectancy, portfolio impact, spousal strategy, and cash flow needs.
This decision is bigger than a break-even chart. It affects taxes, investments, risk, and your overall retirement plan.
If you’re approaching retirement, or helping a parent think through it, this is a conversation worth having.
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