Are your clients missing out on maximizing their Social Security benefits?

In this episode, Jack Martin speaks with Mary Beth Franklin, CFP® renowned for her expertise in Social Security planning, about essential strategies for optimizing retirement income.  Learn about strategies to optimize Social Security benefits and the potential legislative changes that could affect your clients’ financial futures. Mary Beth shares practical advice to help advisors stay ahead in a rapidly changing landscape, learn about claim strategies, and how to better advise clients.

Mary discusses:

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About Mary Beth Franklin:

Mary Beth is a CFP®, longtime contributing editor to Investment News, author, highly sought-after speaker, expert on Social Security planning, and recently won a Telly award for her PBS special “Social Security and You.”