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.
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