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The Power of Software and Navigating an Ever-Changing Retirement Landscape with Mary Beth Franklin

In this episode, Jack Sharry talks with Mary Beth Franklin, a columnist and contributing editor at Investment News, specializing in social security, medicare, and retirement income.

We’re living in a time where traditional retirement rules no longer apply, in part because of COVID-19’s dramatic impact on money in motion. As a result, helping clients navigate retirement is more complex than ever before. Having spent her career covering retirement from all angles – from policies on Capitol Hill to life inside private firms – Mary Beth has a unique understanding of where we’ve been and, more importantly, what retirement now calls for.

Given her unique expertise on all things social security, Mary Beth emphasizes the importance of software in achieving increased personalization and how advisors can help clients answer the ultimate retirement question – what’s the optimal sequence for withdrawing retirement income?

Mary Beth and Jack discuss what a changing landscape means for both client and advisor, how COVID-19 changed the financial industry for the better, and what most people miss when planning for retirement.

LifeYield Social Security+ is more than just a Social Security optimizer

Social Security filing strategies are crucial to maximizing retirement income for clients.

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