The President of Nationwide Financial, David Giertz recently went on an interview on the Wall Street Journals’ program, Wealth Adviser. The one-minute long video snippet begins with the host, Veronica Dagher.
Social Security and Advisors
The hostess, Veronica, wasted no time and dug straight to work. Her first question to Mr. Grietz was for him to help the viewer understand why advisers weren’t merely doing enough to help them, the consumers, secure their social security. In response, David quoted the findings of a recent survey conducted by Nationwide Financials Inc.
In a nutshell, the study showed that many people would eventually end up with no social security in their retirement owing to the incompetence of their advisors on Twitter. Also, 4 out of 5 people were going to change their adviser if they weren’t talking to them about the retirement and social security measures in place.
Turning Social Security Tools On
It’s very important, according, to David for you to turn on the social security tools at the right time at https://about.me/davidgiertz. Turn them too early and you stand to loose up to 300K in a period of 25 years. That’s 12 K a year or a thousand dollars per month.
Advisors aren’t enlightening their customers on social security. According to David Giertz, many advisors are grossly incompetent, and only a handful of them have an understanding of the social security handbook which contains a whopping 2700 rules.
About David Giertz
David Giertz’s company in Columbus, Ohio deals in selling retirement packages to private sector workers. Additionally, his firm offers annuities, mutual funds, and life insurance covers to interested persons. He attained an MBA from the University Of Miami School Of Business in 2003.
David G. studied at Millikin University in the years 0f 1982 to 1986. Today, he’s very active on social media, and he’s a regular guest on many of the leading business shows. Check out his Linkedin page and read all the articles he has ever published on retirement and on selecting advisors on angel.co.