))
The good, the bad and the ugly of Social Security
Fetch error
Hmmm there seems to be a problem fetching this series right now.
Last successful fetch was on August 21, 2023 18:28 (
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 329256280 series 3352848
Το περιεχόμενο παρέχεται από το InvestmentNews. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον InvestmentNews ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
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
This season is brought to you by Realized
Realized strives to put you in control of managing your investment property wealth. Our goal is to help bridge the gap between investment property ownership and sophisticated wealth management, helping you meet your income needs in retirement and pursue your investment goals across generations.
Using the principles of Investment Property Wealth Management(R), Realized transforms your individual investment properties into diversified real estate portfolios, customized to your unique income needs, risk appetite, and investment goals.
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.
39 επεισόδια
Μοίρασέ το
