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
  
• And more
  

Resources: 

• Forbes: Experiential Retirement Planning Boosts Client Retention, Satisfaction
  

Connect With Joe Elsasser CFP®:

• Covisum®
  
• LinkedIn: Joe Elsasser®
  

Connect With WhiteGlove:

• info@whiteglove.com
  
• (844) 949-9497
  
• White Glove
  
• LinkedIn: Brad Swineheart
  
• Twitter: Brad Swineheart
  
• LinkedIn: White Glove
  
• Facebook: White Glove
  
• Twitter: White Glove
  

About Our Guest:

Joe Elsasser CFP®, 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.