With all the noise out there about the "the end is near for Social Security!" many investors are worried about their future retirement benefits, and some are even taking benefits early. In this episode, Joe Elsasser, founder of Covisum, discusses Social Security solvency, possible reform, taxes and benefit strategies with Mary Beth.
In this episode, you'll hear about:
Related Article: Social Security faces a customer service backlog
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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.