The STATS CHAT

Ep. 5 | Social Security – The Most Overlooked Client Asset


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Social Security is one of the most important pieces of a retirement plan, yet it is often the most overlooked. In this episode of STATS CHAT, Brad Zinda and Kalen Sigecan explain why Social Security should be treated as a core retirement asset, not just a box to check at the end of the planning process.
They discuss common claiming mistakes, the difference between maximizing benefits and making the right planning decision, and how advisors can use Social Security strategies to create better retirement income plans for clients.
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The STATS CHATBy Brad Zinda and Kalen Sigecan