December 9, 2021

Episode 38: Leading Clients to an Optimal Retirement with Joe Elsasser CFP®

Episode 38: Leading Clients to an Optimal Retirement with Joe Elsasser CFP®

Episode 38: Leading Clients to an Optimal Retirement with Joe Elsasser CFP®

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

Resources:

Connect With Joe Elsasser CFP®:

Connect With WhiteGlove:

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.

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

Resources:

Connect With Joe Elsasser CFP®:

Connect With WhiteGlove:

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.

Episode 38: Leading Clients to an Optimal Retirement with Joe Elsasser CFP®

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