David Giertz Explains the Importance of Social Security in Retirement Portfolios

David Giertz is a famous financial advisor and broker who works out of Dublin, Ohio. He is the Senior Vice President of Nationwide Financial Distribution and Sales at Nationwide Life Insurance Company. Unlike other financial advisors, David is knowledgeable and understands the importance of including social security in a retirement portfolio on Twitter. He emphasizes that up to 40% of a retirement portfolio could be social security. In turn, it is extremely important that the portfolio is optimized to include social security so that investors get the most out of it.

David Giertz explains that many financial advisors do not include social security in their clients’ retirement plans on About.me because they either lack knowledge about how to integrate it into the retirement plan, or they are not knowledgeable about the rules. As a matter of fact, there is a handbook about social security rules that contains around 2,700 rules. Not only is this time-consuming to read, but it is also complex to comprehend.

Read more: Insurance Agent at Nationwide Financial Institution in Fort Lauderdale, FL

David Giertz, also known as Dave, explains that around 80% of retirement investors would change financial advisors if social security is not a part of the retirement financial plan on yolasite.com.

It is crucial that social security is managed properly in a retirement account at https://angel.co/david-giertz. If it is not managed properly or is turned on too early, investors could lose up to $1,000 per month. That obviously would add up over time.

Dave is a registered licensed broker in many different states in the United States. He has over 31 years of experience and is able to broker in a handful of northwestern states and southeastern states.

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