– The Confident Retirement Podcast with Kris Flammang
Episode 032 A voyage into the mind of a Social Security Jedi Master with Martha Shedden
When Martha Shedden read and learned about Social Security options available to retirees, she was shocked at the choices one could make that have long-term negative consequences. Today, she considers it a privilege and reward to help people understand and make personalized choices to get the most from their benefits.
She is on a mission to educate financial professionals and retirees on the details of Social Security income planning, the foundation and first step to creating a financially secure retirement plan. Today, Martha is President and Co-founder of the National Association of Registered Social Security Analysts, NARSSA, which provides online education and training for financial professionals to become Registered Social Security Analysts.
The training program provides professionals with a thorough knowledge of the Social Security program and trains them how to analyze clients’ claiming options to get their maximized Social Security income by filing for benefits at the optimal time. The modules provide CE/CPE units for NASBA, the CFP Board, and the IRS.
Martha is the absolute go-to expert who understands all the details of how and when to claim benefits. Highlights of our conversation include:
Explaining the misconceptions of how much money is at stake.
It’s a personalized decision based on one’s working situation, health and so much more.
Understanding survivor benefits and when to claim.
Qualifications for being able to collect.
Using software to better understand the numbers.
The future of Social Security.
Enjoy the show!
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