Beyond Optimization: The New Social Security Risks (and How to Solve Them) (Ep. 82)
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Jack Martin chats with David Duley, founder of PlanGap, about how advisors can navigate the ever-shifting landscape of Social Security.
The Breakthrough Advisor
Navigating Uncertainty in Retirement with Michael Harris and Steve Gresham (Ep. 51)
There’s an emerging opportunity gap where 75% of boomers would like more protected lifetime income but only 33% say they hear their advisors talk about it.