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Social Security in Retirement Planning

A conversation on the latest regulatory and retirement planning updates regarding Social Security.

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Author

Steve Parrish

JD, RICP®, CLU®, ChFC®, AEP®

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Retirement Planning Insights

February 18, 2025

Navigating the labyrinth of investment products and regulations can be tricky even for experienced advisors. We take an inside look with one of the foremost experts in the field today.

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In this episode of our Shares podcast, Professor of Practice Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® welcomes Jason Fichtner, PhD, an expert on Social Security and retirement policy, for a conversation on the current status and future of the popular and cornerstone benefit program. They cover the impact of the latest regulatory updates on Social Security, what may happen to benefits in the future, and how financial professionals can work with their clients to secure their retirement planning.


Jason Fichtner, PhD is Senior Fellow at the Bipartisan Policy Center. His areas of expertise focus on Social Security, federal tax policy, federal budget policy, retirement security, and policy proposals to increase saving and investment. He is also Executive Director of the Retirement Income Institute, Alliance for Lifetime Income. Fichtner has significant government experience, having served in several positions at the Social Security Administration, including as Deputy Commissioner of Social Security (acting), Chief Economist, and Associate Commissioner for Retirement Policy. He also served as a senior economist with the Joint Economic Committee of the US Congress and as an economist with the Internal Revenue Service. He has held teaching positions at Johns Hopkins University – School of Advanced International Studies (SAIS), Georgetown University, and Virginia Tech. His work has been featured in the Washington Post, the Wall Street Journal, the New York Times, Investor’s Business Daily, the Los Angeles Times, the Atlantic, and USA Today, as well as on broadcasts by C-SPAN, PBS, NBC, NPR, and SiriusXM.

Any views or opinions expressed in this podcast are the hosts’ and guests' own and do not necessarily represent those of The American College of Financial Services.


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