In this episode of Ready, Set, Grow Podcast, we dive into the critical role of Social Security planning in retirement. Our guest and PlanGap CEO David Duley, shares valuable insights on how advisors can use the Social Security Risk Score Analyzer to evaluate clients' risk exposure and prepare for possible reforms.

We discuss the importance of having informed, proactive conversations about Social Security with clients, emphasizing its value as a key retirement asset. David also addresses concerns about political uncertainty and its impact on retirement planning.

Tune in to gain essential tools and strategies for navigating the complexities of Social Security and ensuring your clients' financial security.

In this episode of Ready, Set, Grow Podcast, we dive into the critical role of Social Security planning in retirement. Our guest and PlanGap CEO David Duley, shares valuable insights on how advisors can use the Social Security Risk Score Analyzer to evaluate clients' risk exposure and prepare for possible reforms.
We discuss the importance of having informed, proactive conversations about Social Security with clients, emphasizing its value as a key retirement asset. David also addresses concerns about political uncertainty and its impact on retirement planning.
Tune in to gain essential tools and strategies for navigating the complexities of Social Security and ensuring your clients' financial security.

Welcome to “Ready, Set, Grow,” a podcast powered by Impact Partnership. Each week, members of the Impact team will share their experiences and insight into how the company works to elevate our financial advisor partners as they achieve milestones for their practices they never dreamt possible. Experienced professionals from all areas of Impact will spread their knowledge of how the company fits every need of a growing financial practice under one roof.

Learn more about how Impact can help your practice grow! 
Contact us here 👉 https://impactpartner.com/?utm_medium=social&utm_source=youtube&utm_campaign=readysetgrow

We’re Not Your Standard Insurance Marketing Organization
We offer creative marketing services for financial advisors to help build their brand, generate leads, and manage their practice. We’ll help you transition from salesperson to CEO and business owner through coaching, strategic marketing, and a true partnership.

Welcome to &ldquo;Ready, Set, Grow,&rdquo; a podcast powered by Impact Partnership. Each week, members of the Impact team will share their experiences and insight into how the company works to elevate our financial advisor partners as they achieve milestones for their practices they never dreamt possible. Experienced professionals from all areas of Impact will spread their knowledge of how the company fits every need of a growing financial practice under one roof. Learn more about how Impact can help your practice grow! Contact us here 👉 <a href="https://impactpartner.com/?utm_medium=social&amp;utm_source=youtube&amp;utm_campaign=readysetgrow">https://impactpartner.com/?utm_medium=social&amp;utm_source=youtube&amp;utm_campaign=readysetgrow</a> We&rsquo;re Not Your Standard Insurance Marketing Organization We offer creative marketing services for financial advisors to help build their brand, generate leads, and manage their practice. We&rsquo;ll help you transition from salesperson to CEO and business owner through coaching, strategic marketing, and a true partnership.

Advertisement