February 20, 2025

Beyond Optimization: The New Social Security Risks (and How to Solve Them) (Ep. 82)

33 minutes

What does Social Security mean for your clients’ future?

In this episode, Jack Martin chats with David Duley, CEO and founder of PlanGap, about the ever-shifting landscape of Social Security and how advisors can help clients navigate these changes. The discussion dives into the implications of the recently signed Social Security Fairness Act and its potential impact on public employees and retirees. Dave shares innovative solutions and strategies designed to protect clients’ financial well-being against political uncertainties, offering insights into how these changes could affect retirement plans.

Jack and David discuss:

(02:00) Implications of the Social Security Fairness Act

(09:28) Strategies to safeguard retirement income

(11:59) The expanding conversation around Social Security planning

(14:06) Insights into Social Security optimizations and protections

(24:57) Future developments at PlanGap

And more

Resources:

Winning at the Intersection of Annuities and Wealth Management

Transcript

Connect With David Duley:

PlanGap

LinkedIn: David Duley

Connect with Jack Martin:

LinkedIn: Jack Martin

InsurMark

Contact Form

About Dave Duley:

David Duley is a native of Flint, Michigan, and has called Atlanta his home since attending school at Oxford College of Emory University and Emory University’s Goizueta School of Business.

The post Beyond Optimization: The New Social Security Risks (and How to Solve Them) (Ep. 82) first appeared on Simplicity InsurMark.

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