Social Security | Leading Perspective

03:18

Solvency of Social Security

Should I collect my Social Security benefit early? I heard the system is going to run out of money? Spoiler Alert: NO.

02:39

Survivor Benefits Explained

Don't penalize your spouse because you don't know how the Survivor's benefit is calculated. Before you make a Social Security collection decision, make sure you know how the Survivor's Benefit works!

01:52

Review Your Statement!

Don't leave money on the table. Everyone is responsible for reviewing their statement for accuracy

05:13

When to Collect

While making the decision when to collect can be filled with complexity, I believe there are five key steps that you should take before redeeming the purchase you've been making your entire working life.

03:05

Your Four Purchases

That 6.2% (or twice that if you are self-employed) deduction on your paycheck is actually buying you up to four different types of insurance. Page two of your statement contains a brief summary of each.

Successful Engagements

Advisor Training

I teach advisors how to use the topic of Social Security to acquire new clients and better serve existing ones. From simple conversations to impactful analyses, I arm advisors with actionable ideas.

CPA Breakfast

Most CPA's are asked questions about Social Security and don't know the answers. I deliver a 50-minute CE presentation that covers the basics and highlights the important role a financial advisor plays in helping people make informed decisions. A popular follow-up is to host an educational dinner for the CPA's clients on the topic.

Prospect Dinner

Your prospects and clients purchased Social Security unaware of how it works. Everyone needs help in understanding it and making an informed decision. I deliver an educational and entertaining presentation that motivates attendees to want to meet with YOU.

Employee Meeting

HR and benefits managers have found my Social Security presentation to be exactly what their Pre-Retiree employees need. In addition to humorously demystifying the topic, I arm attendees with a process for making an informed decision about redeeming their Social Security purchase. A robust Q&A session helps to ensure a successful meeting.