About the episode:
Discover the often-overlooked opportunities of Social Security planning with this compelling discussion between host, Dave Alison, and guest, Ash Ahluwalia, CFP®, MBA, NSSA®. Listen as Ash shares his proven methodology for transforming Social Security analysis into a cornerstone of comprehensive retirement planning.
The discussion goes far beyond basic claiming strategies, exploring how to integrate Social Security optimization with tax planning, estate strategies, and risk management. From converting Social Security benefits into multi-million dollar tax-free legacy assets for high-net-worth clients to protecting retirement assets through strategic timing decisions, this episode provides a masterclass in elevated Social Security planning.
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About the Host:
Dave Alison, CFP®, EA, BPC, is an accomplished financial planner and business leader committed to helping advisors expand their reach and improve the quality of their service to clients. In addition to being the President and a Founding Partner of C2P and the Founder and CEO of Alison Wealth Management — his own financial services firm — he is also the President and Founding Partner of Prosperity Capital Advisors, an acclaimed planning-first RIA. Dave leverages his expertise in all things financial planning, particularly taxes and solutions for high-net-worth clients, to educate financial professionals on best practices and ways to raise the bar in their own practices. Wealth Management, his own financial services firm.
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.
**The National Social Security Advisor (NSSA) of the Year award is given to a finance professional who specializes in advising clients on Social Security benefits. The NSSA board reviews contributions of candidates and chooses the award recipient based on their professional achievements and their dedication to advancing Social Security literacy in their communities. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted no fee was paid for consideration of any ranking or award. October 2016.