Couverture de Episode 07: Inflation, Social Security, and Income Strategies for Advisors

Episode 07: Inflation, Social Security, and Income Strategies for Advisors

Episode 07: Inflation, Social Security, and Income Strategies for Advisors

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2026 brings a surge of Americans turning 65, creating new challenges for financial advisors. In this episode, Mike McGlothlin and Tim Ash share actionable strategies to help clients transition from employment to enjoyment. Learn how to manage inflation risk, optimize Social Security, and build sustainable income plans. Plus, insights on healthcare costs, fixed-income risk, and leveraging annuities for guaranteed income. Tune in for practical ideas to strengthen retirement planning conversations and deliver lasting value.

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