Latest / Legacy Beyond Wealth with Rob Shelton
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…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.