When Should You Take Social Secur...

When Should You Take Social Security? Claiming at 62 vs. 67 vs. 70

Your Retirement Guide by: George Jameson, CFP®, RICP® por George Jameson, CFP®, RICP®, MBA
T1 · E88
20 ago 2026
09:14

Notas del episodio

You spent a lifetime paying into Social Security, but claim it at the wrong age and you could leave $200,000 or more on the table. So what's the right age to start — 62, 67, or 70?

In this episode of Your Retirement Guide, George Jameson, CFP®, RICP®, MBA explains how the claiming decision really works and where the break-even age falls, and why the survivor benefit makes this a household decision and not just an individual one. He also cuts through the conflicting advice from Suze Orman and Dave Ramsey.

📈 Schedule a complimentary discovery call: https://calendly.com/capitalwealthgroupsc/30min

🌐 Learn more about us: https://www.capitalwealthgroupsc.com

If you found this video helpful, please hit the 👍 button and subscribe!

Palabras clave

DIY Retirement Planning
fee-only financial planner
Capital Wealth Group, Columbia, SC
Columbia, SC Financial Advisor
Retirement Planning
retirement income
Retirement Income Planning
Social Security Timing