Age 62: An Important Retirement Milestone

Turning 62 isn’t just another birthday, it’s a milestone that kicks off some big retirement decisions. In this episode, Eric breaks down what reaching this age really means, from deciding when (or if) to claim Social Security to navigating income limits that could reduce your benefits. We’ll also explore how your health, family longevity, and lifestyle goals should influence that decision.

Beyond Social Security, you’ll hear strategies for covering the tricky gap before Medicare kicks in at 65, why this is the perfect time to review your legal documents, and more!

Here’s some of what we discuss in this episode:

⏳ Should you claim Social Security at 62 or wait?

💼 How working in retirement impacts your Social Security benefits

🩺 Bridging the gap to Medicare with affordable health insurance

📜 Why updating legal documents and beneficiaries is critical at this stage

🧠 Using early retirement as a chance to reduce future tax burdens

Resources for this episode:

Ehealth Calculator: https://www.ehealthinsurance.com/resources/affordable-care-act/subsidy-calculator

Get in touch with the Peterson Financial team: https://petersonfg.com/