Filing early for Social Security goes against the odds

Jul 14, 201717:22Business

Dying young isn't the problem, our expert says, tongue-in-cheek. Long life, which is more common, creates the financial problems.

Related Episodes

Continue listening to more episodes from Bank Investment Consultant Podcast.

Oct 3, 2017 - 14:00

Investing is far from simple once all the relevant aspects are considered – such as distribution and taxe...

Sep 6, 2017 - 21:33

Once advisors have this conversation with clients, it can turn into one of the more powerful referral sou...

Aug 28, 2017 - 14:47

Banks need to re-assign some of their wealth management clients, says Arthur Osman, executive VP, institu...

Aug 2, 2017 - 18:57

Never sell your clients on your institution. You should be the face of the organization to them, says car...

Jun 29, 2017 - 18:32

Changes are necessary, but banks shouldn't expect to see revenue stay level. Editor Lee Conrad continues...

Jun 8, 2017 - 25:50

You probably feel you already act in your clients' best interests, but now that it's official, you could...

May 19, 2017 - 16:01

Serving a client's best interest means focusing on fewer households. Staying profitable means choosing th...

May 4, 2017 - 18:11

A few tweaks would make the program strong for the rest of this century. Editor Lee Conrad talks with con...