Necessity is the mother of invention, and as a financial advisor, it helps to develop the strongest retirement strategies for your clients.
In this episode, Brad Swineheart speaks with Joe Elsasser, CFP® founder and president at Covisum®, LLC. Joe shares his thoughts about crafting optimal decisions for Social Security benefits and taxes, and the conversion of assets to guarantee income.
- Why Social Security is a big part of ongoing client education
- How to plan for retirement with tax uncertainty
- How advisors can calm unwarranted alarm from clients
- And more
Connect With Joe Elsasser CFP®:
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About Our Guest:
Joe Elsasser CFP®, 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.