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Recorded by: Brad Swineheart
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.
Joe discusses:
- 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
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