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
Want to learn more? Connect with us below!
Stay informed and inspired! Join our FREE wealth & well-being newsletter
Do you want confidence & clarity? Check out our award-winning wealth advice services
Grab Your Copy of Dr. Cherry's book ‘Wealth In The Key of Life’
Disclosure: episodes are educational only, not advice. Review our disclosures here: https://www.concurrentfp.com/disclosures/
Popular Podcasts
Las Culturistas with Matt Rogers and Bowen Yang
Ding dong! Join your culture consultants, Matt Rogers and Bowen Yang, on an unforgettable journey into the beating heart of CULTURE. Alongside sizzling special guests, they GET INTO the hottest pop-culture moments of the day and the formative cultural experiences that turned them into Culturistas. Produced by the Big Money Players Network and iHeartRadio.
Crime Junkie
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.