The good, the bad and the ugly of Social Security
Retirement Repair Shop with Mary Beth Franklin
English - February 02, 2022 17:49 - 39 minutes - 36.1 MB - ★★★★ - 28 ratingsEducation Business Investing retirement social security investmentnews investing mary beth franklin medicare money finance financial advice financial podcast Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
In this episode, you'll hear about:
Will Social Security be solvent in the future?How can advisers create plans for clients with such uncertainty?Covisum’s new tool to help advisers.Tax implications.Roth conversions and Social Security strategies.Social Security reform.Widows.Educating clients.Related Article: Social Security faces a customer service backlog
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For more information, visit www.Realized1031.com/RepairShop to learn more.
Guest Bio:
Joe Elsasser developed Social Security Timing® in 2010 because, as a practicing financial advisor, he couldn’t find a Social Security tool that would help his clients make the best decision about when to elect their benefits. Inspired by the success of Social Security Timing, Joe founded Covisum®, a financial tech company focused on creating a shared vision throughout the financial planning process.