Discover how to transform Social Security planning from a basic retirement checkbox into a powerful strategic asset for your clients. Join host Dave Alison, CFP®, EA, BPC, President of Prosperity Capital Advisors and Alison Wealth Management, as he sits down with Ash Ahluwalia, CFP®, MBA, NSSA®, CSSCS, head of Social Security planning at OneTeam Financial, for a discussion on advanced Social Security optimization techniques. Learn why maximization isn't always the answer and how to integrate Social Security decisions with comprehensive retirement planning for your clients across the wealth spectrum. Whether you're serving mass affluent retirees or ultra-high-net-worth families, this episode reveals actionable strategies to enhance your Social Security planning expertise and deliver more value to your clients.

Resources:

• Recommended Planning Software: Social Security Solutions
• Social Security Training Program NSSA® Certification (available with C2P discount)
• Retirement Planning Philosophy: The Bucket Plan®
• Retirement Planning Training: The Bucket Plan® 1.0

Statistics:

• Over 60 million Americans currently receive Social Security benefits
• 20% of Social Security recipients rely on benefits as their sole income source
• Trust fund projections indicate 80% benefit sustainability even without reforms