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The Investments & Wealth Institute Exceptional Advisor podcast series provides financial professionals the latest information on how advisors can better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional. Listeners will enjoy interviews with some of the world's leading financial services experts and practitioners.

  1. All Episodes
  2. 2023
  3. 06

Unraveling the Latest in Politics, Retirement, and Social Security

Jun 21, 2023

Jeff Bush, the principal of Washington Update, discusses the debt ceiling crisis and the possible outcomes, as well as potential reforms to Social Security, and what actions advisers might consider given that many the provisions of the Tax Cuts and Jobs Act are set to expire at the end of...

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What Advisors Need to Know About Social Security

Jun 7, 2023

In this podcast, Mary Beth Franklin, author of "Maximizing Social Security Benefits" discusses what financial advisers need to know about Social Security, Social Security strategies for married couples, including spousal benefits, survivor benefits, and when to claim benefits to maximize their combined income, Social...

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