Social Security has always been a hot-button issue, and this goes both for recipients and advisers alike. With 30 years experience in the financial services sector, David Giertz knows a number of things about retirement planning. He recently sat down for an interview and explained something very disconcerting: not enough advisers touch on Social Security with their clients.
Giertz and Nationwide Financial conducted a survey on cnbc.com of both retirees and those who are ten years from retirement, and he discovered that not were advisers not talking to their clients about social security, but four out of five clients would actually change advisers if they discovered that they were supposed to broach the subject yet neglected to do so.
Why would financial advisers avoid this topic? According to Giertz’s analysis, it is simply because it is such a complex topic. There are literally thousands of rules that the adviser has to navigate regarding social security, so some would rather just avoid the issue altogether.
Unfortunately, by treating the matter in this way many of these retirees are standing to lose an immense amount of money. Social Security often accounts for up to 40 percent of the income for many retirees or those nearing retirement at https://vimeo.com/davidgiertz.
Mr. Giertz is definitely qualified to speak on the issue on soundcloud.com. He has over 30 years of experience, including time spent on brokerage firms where he has worked on trading stocks, bonds, mutual funds, and other types of investments.
Giertz’s long experience also includes four major exams passed and becoming fully licensed as a FINRA broker. He puts his extensive experience in portfolio management to work for his clients on a constant basis. Moreover, David Giertz has also developed the photographic memory needed to navigate all of the complex rules associated with social security and other financial sectors as well. If you are looking for the best returns, he is definitely the man to talk to.