skinny.

Latest / Retire and Thrive

When Should You Take Social Security?

Social Security can provide an important foundation for retirement income, but deciding when to claim it is rarely a simple calculation.

In this episode of Retire and Thrive, Dan and Cody examine how health, life expectancy, lifestyle goals, taxes, market conditions, spousal benefits, and other sources of retirement income can influence a Social Security strategy.

They also discuss whether delaying Social Security means missing cost-of-living adjustments, why some retirees prioritize income earlier in retirement, and why the largest possible monthly benefit is not automatically the best…

The skinny

The skinny isn't ready yet — notes appear once the transcript is processed.