Be Advised - Leading with Value

Be Advised - Leading with Value


38. Leading Clients to an Optimal Retirement With Joe Elsasser CFP®

December 08, 2021

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: 


Connect With Joe Elsasser CFP®:


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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.


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