Should Gen X Take Social Security at 62? Smart or Risky?
Автор: Dr. Preston Cherry, CFP®
Загружено: 2025-06-23
Просмотров: 271
Should You Claim Social Security at 62?
Dr. Preston Cherry challenges the idea that you have to wait until 70 to claim Social Security. For Gen Xers juggling aging parents and kids, claiming at 62 could offer more than just a check—it could bring peace of mind, flexibility, and better use of your money now. The key? Making the choice that fits your life, not someone else's rule of thumb.
Takeaways:
• More Flexibility Now
• Less Portfolio Stress
• Smart Tax Moves
• Fits Gen X Life
• Your Goals Matter
00:00 Intro
00:59 Should You Really Wait Until 70?
03:52 Claiming Early as a Tax Strategy
06:11 The Trap of Default Advice
07:14 Final Thoughts
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