🏛️ When Should You Take Social Security? Why Everyone’s Answer is Different

When it comes to Social Security, your neighbor’s strategy—or even your best friend’s—might not be the right fit for you. In this short video, we break down why everyone’s plan looks different and what factors should guide your decision.

👉 What you’ll learn in this video:

• A real-life story about how one decision sparked an important question: “Should I take Social Security then too?”

• Why there’s no “one-size-fits-all” approach to Social Security

• Key factors that shape your decision:

  • Life expectancy considerations

  • Nest egg size

  • Other income sources (pensions, investments, part-time work)

  • Personal goals and lifestyle

    Your retirement is unique—your Social Security strategy should be too!