The Bucket Plan® On-Demand Series

The Bucket Plan® On-Demand Series

Addressing Common Social Security Mistakes

August 21, 2018


On this episode of our Take Action Podcast series hosted by Jason L Smith, we share a special guest interview of Jim Blair, Lead Consultant at Premier Social Security Consulting LLC. Together they discuss social security, including:

  • How to help maximize your client's benefits

  • Whether Social Security will be there when your clients need it

  • When the best time is for your clients to receive their benefits

  • Permanent mistakes and how to avoid them


For financial professional use only. Not for use with the general public.