GIỚI THIỆU VỀ TẬP NÀY
On this episode of our Take Action Podcast series hosted by Jason L Smith, we share a special guest interview of Jim Blair, Lead Consultant at Premier Social Security Consulting LLC. Together they discuss social security, including:
- How to help maximize your client's benefits
- Whether Social Security will be there when your clients need it
- When the best time is for your clients to receive their benefits
- Permanent mistakes and how to avoid them
For financial professional use only. Not for use with the general public.
Tiếng Anh
Hoa Kỳ
BẢN CHÉP ÂM THANH 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
TÌM KIẾM CÁC TẬP TRƯỚC
Tìm kiếm các tập trước của The Bucket Plan® On-Demand Series.
CÁC TẬP KHÁC TRONG PODCAST NÀY
Whether your clients are selling their businesses or you're navigating a merger and acquisition (M&A) transition in your own firm, the communication challenges are remarkably similar. Join host Dave Alison as he sits down with Stan Milovancev, Co-CEO of Prosperity Capital Advisors and C2P, to e…
Business owner clients face unique challenges when selling their companies, and advisors play a critical role in guiding them through mergers and acquisitions (M&A) transitions. Join host Dave Alison as he sits down with Stan Milovancev, CEO of Prosperity Capital Advisors and C2P, for part two …
College costs are quietly becoming one of the most significant threats to your clients' retirement security and advisors aren't having this conversation nearly early enough. In this episode, host Kirsten Schlumbohm sits down with Jeannie Burlowski, academic strategist and author of Launch! How to G…
ChatGPT and other AI tools regularly get financial advice wrong, but your clients don't always know that. What do you do when they bring you analysis that contradicts your recommendations? Discover practical strategies for handling AI-influenced objections and using these tools proactively on your …
When employers cut 401(k) matching, your high-earning clients face a critical planning moment. Help them adapt by learning how to audit their complete benefits package and redirect savings into overlooked opportunities like health savings accounts, deferred compensation, and mega backdoor Roth conv…
Tuyên bố miễn trừ trách nhiệm: Podcast và tác phẩm nghệ thuật được nhúng trên trang này là của Prosperity Capital Advisors, là tài sản của chủ sở hữu và không được liên kết hoặc xác nhận bởi Listen Notes, Inc.
CHỈNH SỬA
Cảm ơn bạn đã giúp cơ sở dữ liệu podcast luôn cập nhật.
