David Giertz is a financial advisor at Nationwide Investment Services Corporation. He’s one of the most well-known brokers in the industry. He has over 30 years of experience as an advisor and has passed 4 professional exams. Currently, he continues working at Nationwide Investment as one of their head brokers.
He’s been a registered broker nearly his entire career. What a broker does exactly can be confusing to most people. As an FINRA registered broker, he acts as the sales personnel at a larger brokerage firm. Brokerage firms buy and sell stocks, bonds, mutual funds, and other types of securities.
As a broker, Giertz deals a lot with retirement finances. Many financially sound people look to investing as a way to ensure steady retirement income. Giertz has advised many clients and individuals on the importance of Social Security benefits. Social Security is no longer something that is automatically ensured to anyone just because they turn a certain age.
David Giertz advises everyone to start giving retirement planning more thought. For most people, there’s a lack of understanding or numerous misconceptions about Social Security. Due to these misunderstandings and misconceptions, many end up with less income or unexpected taxes.
Even for the older generations that are currently retired or will be retiring soon, their financial cushion (pensions) is drying up. It’s extremely important for everyone thinking about retiring to create a realistic retirement income plan on moneytips.com. It’s best if that plan includes maximizing Social Security benefits.
The one thing that retirees forget to take into consideration is inevitable health care expenses. It’s no surprise that retirees would have health care expense, but health care seems to surprise many. It’s single-handedly responsible for keeping one-fourth of retirees from living comfortably.
Learn moreabout David Giertz: https://vimeo.com/davidgiertz