Leading Clients to an Optimal Retirement

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