Social Security: Answers From The Experts

Martha Shedden
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Social Security: Answers From The Experts

Martha Shedden is the President and co-founder of the National Association of Registered Social Security Analysts. Tune in to Social Security: Answers From The Experts as Martha and her guests share useful insights into Social Security and retirement planning. On the show, Martha shares her own expertise in Social Security and retirement planning so that both soon-to-be retirees and financial professionals will gain valuable insights into the many facets of Social Security and answers to questions that they may not even know to be asking. Guests on Social Security: Answers From The Experts include professionals in all aspects of Social Security and retirement planning. Only 4% of retirees make their most optimal Social Security claiming decision. Whether you are approaching retirement or helping clients with Social Security and retirement in your profession, you’ll want to tune in each week for a dynamic conversation and important tips on these topics.

  1. Using a Holistic Approach to Retirement Planning by Taking Risk off the Table

    2022/07/13

    Using a Holistic Approach to Retirement Planning by Taking Risk off the Table

    Welcome to episode #39 of Social Security: Answers from The Experts with Martha Shedden: Using a Holistic Approach to Retirement Planning by Taking Risk off the Table with Paul Tyler Paul Tyler serves as Chief Marketing Officer for Nassau Financial Group where he leads the marketing strategy, direct-to-consumer channel and innovation activity. Paul drives the branding of the insurance companies and affiliated asset management companies. He built a direct-to-consumer channel for Nassau Financial Group. In addition, he launched Nassau Re/Imagine, an Insurtech-focused incubator based in Hartford. Prior to his role at Nassau Financial Group, he worked at Fidelity & Guaranty Life, MetLife in a variety of roles in strategy, marketing, operations, technology, sales, and compliance. He earned his A.B. from Princeton University and his J.D. from Cornell Law School. Here is what to expect on this week’s show: The intersection of disciplines in the retirement planning space. A generational look at investments and ROIs. Smart claiming decisions when factoring social security into your retirement plan. Learning about retirement savings early and getting smart about the process; or, finding someone to help you sooner than you think. The future of public policy on retirement planning. Relevant Links: https://nfg.com/ Connect with Paul: https://www.linkedin.com/in/pauldtyler/     Learn more about your ad choices. Visit megaphone.fm/adchoices

    35 分鐘
  2. Creating a Remarkable “Next Act” By Focusing on Core Values

    2022/07/06

    Creating a Remarkable “Next Act” By Focusing on Core Values

    Welcome to episode #38 of Social Security: Answers from The Experts with Martha Shedden: Creating a Remarkable “Next Act” By Focusing on Core Values with Lucina Jackson Lucinda Jackson is the author of two memoirs: Just a Girl: Growing Up Female and Ambitious, about her struggles and wins to succeed in male-dominated energy and chemical companies, and Project Escape: Lessons for an Unscripted Life, an exploration of freedom and purpose after leaving a structured, full-on career. Jackson is a PhD scientist and global corporate executive who features on podcasts and radio and has published articles, book chapters, magazine columns, and patents. She is the founder of LJ Ventures, where she speaks and consults on energy and the environment and empowering women in the workplace and in our Next Act   Here is what to expect on this week’s show: The experience of a woman in a male-dominated industry. Sitting down and figuring out what your core values are to get the most out of retirement. Retirement mission statements. Turning your interests into a business and keeping that life balance. Guiding your retirement your way.   Relevant Links: https://lucindajackson.com/   Connect with Lucinda: LinkedIn: https://www.linkedin.com/in/lucinda-jackson Facebook: https://www.facebook.com/lucinda.jackson.33 Twitter: https://twitter.com/lucindaajackson Instagram: https://www.instagram.com/jackson_lucinda/?hl=en   Learn more about your ad choices. Visit megaphone.fm/adchoices

    39 分鐘
  3. The Social Security Disability Application Process, A Must Listen Episode from an SSDI Attorney

    2022/06/29

    The Social Security Disability Application Process, A Must Listen Episode from an SSDI Attorney

    Welcome to episode #37 of Social Security: Answers From The Experts with Martha Shedden: The Social Security disability application process, a must listen episode from an SSDI attorney with Edward Guldi. Edward Guldi, Attorney at The Perecman Firm, P.L.L.C.., is a distinguished New York lawyer who concentrates his practice on all aspects of workers' compensation and social security disability law for claimants. He has successfully represented thousands of workers' compensation claims before the New York Workers' Compensation Board to a successful resolution. He is also experienced in handling complex and serious legal matters involving injuries, including extensive work on the 9/11 cancer litigation. The Perecman Firm is a full-service personal injury law firm with offices in New York, New York, and Jericho, New York.Bottom of Form     Here is what to expect on this week’s show: A developing taste for helping people in need. The application for Social Security Disability and the need for an expert attorney so nothing is missed. Why plenty of applications are denied and what consumers can do about it. The differences between claimants under and over 50 years old. Sliding scales for disability benefits and tax caps. The legal system surrounding Social Security and the Social Security Administration.   Relevant Links: Connect with Edward: https://www.perecman.com/   Learn more about your ad choices. Visit megaphone.fm/adchoices

    38 分鐘
  4. Shauna the Tax Goddess, How Tax Planning is Like a Chess Game

    2022/06/22

    Shauna the Tax Goddess, How Tax Planning is Like a Chess Game

    Shauna the Tax Goddess, How Tax Planning is Like a Chess Game Welcome to episode #35 of Social Security: Answers From The Experts with Martha Shedden. In this episode, Martha sits down with Shauna A. Wekherlien, and have an in depth discussion about Tax Goddess services and how to lower, as well as minimize taxes when planning retirement. Shauna A. Wekherlien, CPA, MTax, CTC, CTS, is in the top 1% of the exclusive field of Certified Tax Coaches and Certified Tax Strategists in the U.S. (per AICTC). In 2004, she founded Tax Goddess Business Services, PC, a global team of over 85 specialists that use plain language (not tax code) to help business owners, investors, and entrepreneurs create plans of action. Before starting her own company, Shauna gained experience and sharpened her skills working at leading corporations such as KPMG and American Express. With over 24 years of experience in implementing innovative tax solutions, she, and the Tax Goddess team, have continued to actively create tax strategies that, so far, have saved businesses and individuals over $523 million! Her expertise has been featured by top media platforms such as Forbes, CNN Money, Daily Herald, Entrepreneur, CBS, FOX, ABC. Shauna’s passion and enthusiasm for helping businesses is tangible. She is a recipient of several awards for ingenuity, business intelligence, and leadership in her professional community.   Here is what to expect on this week’s show: How Shauna became a ‘Tax Goddess’. The way ‘Tax Goddess’ services focuses on retirement planning and tax strategies. How a retiree’s social security is affected by their taxes and mistakes people make in planning. What should financial professionals know about a smart tax strategy and the way this relates to social security planning. Biggest mistakes that individuals make that affect their retirement planning. Use of insurance as a tool for retirement. Most important takeaways for financial and tax professionals who help clients with social security and retirement planning. Retiree’s biggest fears related to taxes. What tax professionals can do to stay on the cutting edge of their business besides paying attention to tax rule changes.     Relevant Links: Links: https://taxgoddess.com/   Connect with Shauna: LinkedIn: https://www.linkedin.com/in/taxgoddess/   Learn more about your ad choices. Visit megaphone.fm/adchoices

    32 分鐘
  5. Fascinating Insights From this Economics-Trained Financial Software Developer.

    2022/06/15

    Fascinating Insights From this Economics-Trained Financial Software Developer.

    Fascinating insights from this economics trained financial software developer. Welcome to episode #35 of Social Security: Answers From The Experts with Martha Shedden. In this episode, Martha sits down with Doug Carey, and have an in depth discussion about smart social security planning and the advantages of financial planning software. Doug Carey is the owner and founder of WealthTrace, a one webspace online solution for financial planning for both financial advisors and consumers. He is a Chartered Financial Analyst (CFA), with over 20 years of experience in financial fields. Mr. Carey holds a master’s degree in Economics from Miami University in Oxford, Ohio and a B.S. degree in Economics, with an emphasis in Finance, from Ball State University. Impressively, even at the very roots of his career in 1997, he began managing money as a portfolio manager for National City Bank helping to oversee over $10 billion in assets. He had managed money for pension funds, 401(k) funds, mutual funds, large companies, and endowment funds. He has helped a tremendous number of families with their financial planning through the last 2 decades. Prior to building and launching WealthTrace, Mr. Carey helped build a financial software company where he designed and created software to help portfolio managers, as well as investment professionals analyze and manage portfolios and securities.   Here is what to expect on this week’s show: How Doug got his start in financial planning and why he chose to revolutionize financial software. Who the target audience of financial planning software is. Benefits of financial planning through WealthTrace over other software and benefits of financial planning software in general. Reasons for hiring a financial planner and reasons to use financial software. Roth IRA vs. traditional IRA accounts. Couples social security planning through financial planning software. Value of planning social security. How what is happening now in social security planning will affect future generations. Misconceptions about social security planning. How past economic policies affect current social security planning.   Relevant Links: https://www.mywealthtrace.com/   Connect with Doug: LinkedIn: https://www.linkedin.com/in/douglascarey2/   Learn more about your ad choices. Visit megaphone.fm/adchoices

    30 分鐘
  6. President of this 3rd Generation Planning-First Firm Explains How “Behavior Drives Outcomes”

    2022/06/08

    President of this 3rd Generation Planning-First Firm Explains How “Behavior Drives Outcomes”

    President of this 3rd generation planning-first firm explains how “behavior drives outcomes” Welcome to episode #34 of Social Security: Answers From The Experts with Martha Shedden. In this episode Martha sits down with Lance Drucker and they have a long and in-depth discussion about the proper way to save for retirement, misconceptions that people have, and advice for handling Social Security. Lance Drucker is a financial advisor, author, and eminent speaker, and the President and CEO of Drucker Wealth Management. He authored the book “How to Avoid Bag Lady Syndrome: A Strong Woman's Guide to Financial Peace of Mind.” His company is a 3rd generation firm serving pre-retirees nationwide. He has been honored as a multi-year recipient of the Five Star Wealth Manager Award,* which was awarded to him in 2012, 2013, 2014, 2015, 2016 and 2017.     Here is what to expect on this week’s show: Why Lance decided to go into financial planning and help people to retire comfortably. The philosophy behind Lance’s approach to helping pre-retirees plan for retirement. Why planning for retirement is similar to a three-legged stool approach, and what those three legs represent. Important information about how to think about investing correctly long term to properly set yourself up. Some of the insights in Lance’s book, How to Avoid Bag Lady Syndrome: A Strong Woman's Guide to Financial Peace of Mind. The most common misconceptions that the average consumer, and the average financial advisor, have about Social Security.   Relevant Links: http://www.druckerwealth.com/   Connect with Lance: LinkedIn: https://www.linkedin.com/in/lancedrucker/ Twitter: https://twitter.com/druckerwealth   Learn more about your ad choices. Visit megaphone.fm/adchoices

    48 分鐘
  7. The Unique Value and Experience of Being A Young RSSA (It’s not just for older professionals!)

    2022/06/01

    The Unique Value and Experience of Being A Young RSSA (It’s not just for older professionals!)

    The Unique Value and Experience of Being A Young RSSA (It’s not just for older professionals!) Welcome to episode #33 of Social Security: Answers From The Experts with Martha Shedden. In this episode Martha sits down with Melissa Warren and Thomas Drapala and they discuss what it’s like to work at NARSSA, how they help financial professionals, and details about what their program offers. Melissa is a Senior Analyst at NARRSA, she works with clients to address their unique claiming situations. She also is a contributor to the coursework to earn the RSSA designation. Coming from a background in engineering, she is passionate about the problem-solving aspect of Social Security. She is a graduate of the University of Utah.    Thomas Drapala is an RSSA Client Relations Manager at NARSSA and an expert at explaining Social Security rules and claiming options to clients. He is instrumental in creating and updating the many RSSA Resources available for registered members to help them succeed with their clients. Tom is a determined researcher on obscure Social Security rules. He is a graduate of Long Island University.   Here is what to expect on this week’s show: A look at Tom & Melissa’s background and why they decided to work at NARSSA. A look at how Tom & Melissa help their clients, explained in a way anyone can understand. What does someone receive from investing in an education from NARSSA that couldn't be gained on their own? The advantages of Tom & Melissa’s youth, even though their job is related to retirement. What one should know about how Social Security and retirement planning work for those who are self employed. The advantages for financial professionals who work with one who is an RSA. What one has to go through to become accredited from NARSSA. Advice for retirement planning for younger people who haven’t really thought about it much yet.   Relevant Links: https://rssa.com   Connect with Tom, Melissa or RSSA: LinkedIn: https://www.linkedin.com/in/thomas-drapala-rssa-878611207/ & https://www.linkedin.com/in/melissa-warren-82a24395/ Twitter:  https://twitter.com/RSSAnews Facebook: https://www.facebook.com/RSSAnews Instagram: https://www.instagram.com/RSSAnews/     Learn more about your ad choices. Visit megaphone.fm/adchoices

    41 分鐘
  8. Award-winning Financial Journalist Shares His Unparalleled Retirement Planning Expertise

    2022/05/25

    Award-winning Financial Journalist Shares His Unparalleled Retirement Planning Expertise

    Award-winning Financial Journalist Bob Powell Shares His Unparalleled Retirement Planning Expertise Welcome to episode #32 of Social Security: Answers From The Experts with Martha Shedden. In this episode Martha sits down with Robert Powell and they discuss financial advisors, Social Security, Medicare, IRAs, and more. Robert Powell, CFP®, is an award-winning financial journalist whose work appears regularly in MarketWatch.com, USA Today, TheStreet.com, The Wall Street Journal, and AARP. He is the editor and publisher of TheStreet’s Retirement Daily and editor of TIFIN’s RetirementInvestor.io. For decades Robert has been a sought after expert and author on all things related to retirement, Social Security and Medicare.   Here is what to expect on this week’s show: What should people be aware of concerning the future of Social Security and retirement planning? Why spending of savings in retirement is one of the hardest problems in finance. Different ways to hedge against an end of life costly medical emergency. A look at the average retirees biggest fear and what to do about it. Tried and true pieces of advice that Robert finds himself routinely giving out. A look at annuities and Roth IRA conversions and how to understand these complex financial tools. Where are financial professionals routinely failing their clients, where can we get better? Advice about your Medicare decisions.   Relevant Links: https://retirementdaily.net   Connect with Robert: LinkedIn: https://www.linkedin.com/in/powellrobert/ Twitter: https://twitter.com/RJPIII Learn more about your ad choices. Visit megaphone.fm/adchoices

    50 分鐘
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20 則評分

簡介

Martha Shedden is the President and co-founder of the National Association of Registered Social Security Analysts. Tune in to Social Security: Answers From The Experts as Martha and her guests share useful insights into Social Security and retirement planning. On the show, Martha shares her own expertise in Social Security and retirement planning so that both soon-to-be retirees and financial professionals will gain valuable insights into the many facets of Social Security and answers to questions that they may not even know to be asking. Guests on Social Security: Answers From The Experts include professionals in all aspects of Social Security and retirement planning. Only 4% of retirees make their most optimal Social Security claiming decision. Whether you are approaching retirement or helping clients with Social Security and retirement in your profession, you’ll want to tune in each week for a dynamic conversation and important tips on these topics.

資訊

  • 創作者
    Martha Shedden
  • 活躍年代
    2021年 - 2022年
  • 集數
    40
  • 版權
    © Copyright 2023 Social Security: Answers From The Experts, Martha Shedden. All Rights Reserved.
  • 節目網站
    Social Security: Answers From The Experts

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