About the episode:
Join host Kalem Mackey, CFP®, BPC, as he interviews Ash Ahluwalia, CFP®, MBA, NSSA®, CSSCS, Head of Social Security Planning at One Team Financial, for an in-depth discussion on leveraging the 2.5% COLA increase for 2025.
Discover how to elevate your planning services with insights from a recognized thought leader in Social Security planning. Ash describes how to integrate Social Security planning into comprehensive financial services, including advanced techniques for high-net-worth clients and creative solutions for complex family situations.
Key Topics Discussed:
Whether you’re looking to enhance your Social Security planning expertise or seeking ways to differentiate your practice, tune in for actionable strategies and guidance!
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About the Host:
Kalem Mackey, CFP®, BPC is an accomplished financial services executive with over 20 years of industry experience. As Executive Vice President and Partner at C2P, as well as founder of Superior Financial Planning, he is dedicated to helping American families achieve their financial aspirations. Mackey’s expertise spans sales management, insurance wholesaling, and financial advising. He is a strategic leader and a sought-after industry speaker, sharing his knowledge in retirement income planning and tax management. Prior to C2P, Mackey earned his bachelor’s degree from UC San Diego and founded his own financial planning firm.
Mackey’s career is marked by a strong commitment to client success. He works closely with advisors and insurance distribution partners to deliver exceptional experiences and tailored insurance solutions. As a Bucket Plan® Best Interest Process Trainer, he provides coaching and support to help advisors offer comprehensive financial planning strategies.
About the Guest:
Ash Ahluwalia, CFP®, MBA, NSSA®, CSSCS, is the head of Social Security planning at OneTeam Financial and one of the nation’s foremost specialists in this field. With nearly thirty years of experience, he has helped thousands of clients maximize their retirement income benefits. Ash holds multiple certifications, including Certified Financial Planner™ (CFP®), National Social Security AdvisorSM (NSSA®), and Certified in Social Security Claiming Strategies (CSSCS). In 2016, he was recognized as the “National Social Security Advisor of the Year” by the National Social Security Association.
Ash’s expertise has been featured in prominent publications such as The Wall Street Journal, Barron’s, and U.S. News & World Report. He is a sought-after speaker at conferences and industry events. With a Bachelor of Commerce from the University of Toronto, an MBA from Wharton Business School, and a background in chartered accounting, Ash brings a wealth of knowledge to his role.
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