• S1E4: Guiding Clients Through the Social Security Fairness Act | with Joe Elsasser

  • Feb 20 2025
  • Length: 24 mins
  • Podcast

S1E4: Guiding Clients Through the Social Security Fairness Act | with Joe Elsasser

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  • Summary

  • The Social Security Fairness Act eliminates WEP & GPO, impacting millions of teachers, firefighters, and public employees - Are your clients prepared? In this episode, we sit down with Joe Elsasser, CFP®, founder of Covisum, and discuss why clients could now be eligible for larger benefits and retroactive checks, but could also face surprise tax bills and unexpected financial shifts without proper planning.

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