When Should You Take Social Security? (Don't Screw This Up) - 574

Joe Anderson, CFP® and Big Al Clopine, CPA focus on Social Security claiming strategies as part of the retirement spitballs, today on Your Money, Your Wealth® podcast number 574. Bijou Plutus and her husband in Massachusetts are 62 and 64 with about a million dollars. Can she retire at 65, and should he claim Social Security early? Dr. Jekyll and Mrs. Hyde in the Twin Cities have about the same at 51 and 49, plus big pensions and high spending. Can they afford to retire early, and when should they claim Social Security? Diggler and Roller Girl in Tennessee are 57 and 58 with about $600K, and Diggler estimates his Social Security break-even is at age 77. Can he collect Social Security early and simply work recreationally? Free Financial Resources in This Episode: (full show notes & episode transcript) Social Security Handbook - free download: Tax-Free Retirement Guide - free download: How To Retire Tax-Free With A Smart Income Plan - YMYW TV: Financial Blueprint (self-guided): Financial Assessment (Meet with an experienced professional): REQUEST your Retirement Spitball Analysis: DOWNLOAD more free guides: READ financial blogs: WATCH educational videos:

You can listen to When Should You Take Social Security? (Don't Screw This Up) - 574 online on Radio and Podcast. Open the player on this page to stream the available audio.

When Should You Take Social Security? (Don't Screw This Up) - 574 is an episode from Your Money, Your Wealth by Your Money, Your Wealth.

This episode is 45:04 long.

This episode was published on Mar 24, 2026.

Yes. Use the heart button on the episode page to add it to your favorite episodes list.

Yes. This page shows related episodes from Your Money, Your Wealth when more episodes are available from the podcast feed.