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:

• Forbes: Experiential Retirement Planning Boosts Client Retention, Satisfaction

Connect With Joe Elsasser CFP®:

• Covisum®
• LinkedIn: Joe Elsasser®

Connect With WhiteGlove:

• info@whiteglove.com
• (844) 949-9497
• White Glove
• LinkedIn: Brad Swineheart
• Twitter: Brad Swineheart
• LinkedIn: White Glove
• Facebook: White Glove
• Twitter: White Glove

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.

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