In this episode host, Belle Osvath, CFP® interviews Jim Blair and Marc Kiner, co-owners of Premier Social Security Consulting. They also created the National Social Security Advisor Certificate program which was the first national program to offer certificate training to financial planners for Social Security.

They talk about the current state of the Social Security Trust fund, what’s on the horizon for benefits and where they think politicians may make changes to the program in the future. Jim and Marc also give a few eye-opening examples of benefit strategies that helped clients maximize their incomes, that (without professional guidance) the client would not have known about.

If you have baby boomer clients or are just curious about what the future of Social Security may look like – this is the show for you.

Links:

Jim Blair LinkedIn: linkedin.com/in/jim-blair-63527427

Marc Kiner LinkedIn: linkedin.com/in/ssrainmaker

Premier Social Security Website: premiersocialsecurityconsulting.com

NSSA® Certificate Program: premiernssa.com

FPA NCA News & Events: fpanca.org

Recommend a podcast guest: https://forms.gle/nH6ngsy7TmtfZ7w17

---

The Smarter Planner Podcast is a product of the Financial Planning Association National Capital Area chapter (FPA NCA). All information is for educational and informational purposes only. Belle Osvath and/or the FPA NCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.

Ep. 21 Understanding Situational Social Security - Jim Blair & Marc Kiner [SS Consultants & Educators]

Smarter Planner Podcast