Shows
Take Pride in RetirementUncovering LGBTQ+ Social Security Secrets with Martha SheddenHow much do you really know about Social Security? This week on Take Pride in Retirement, host Matt McClure—your advisor, your pal, your confidant—sits down with Martha Shedden, president and co-founder of the National Association of Registered Social Security Analysts (NARSSA). Together, they break down what LGBTQ+ retirees need to know when making Social Security decisions—and how the wrong move could cost you tens or even hundreds of thousands of dollars.
From survivor benefits and spousal rules to gender identity updates and long-term planning myths, this empowering episode delivers the clarity and compassion LGBTQ+ folks...2025-06-2051 min
ThinkAdvisor Perspectives PodcastReal Social Security Talk with NARSSA Co-Founder Martha Shedden2024-08-0630 min
The Confident RetirementA voyage into the mind of a Social Security Jedi MasterIn this fan-favorite episode, Kris Flammang talks 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 an...2023-05-1138 min
That Annuity Show167 - Answering Social Security Questions in Today’s Environment with Martha SheddenSocial Security remains the starting point for many client conversations. It takes a lot of work to stay current with the changes in rules. Martha Shedden, Co-founder, President at NARSSA, joins us today to talk about the tools agents can use. In addition, we cover answers to many common retirement questions that clients are asking today. Links mentioned: https://www.linkedin.com/in/marthashedden/ https://narssa.org/2022-10-2142 min
Sage Money Conversations with Barbara Norman CFP®What Advisors Don’t Tell You About Social SecurityThe average household loses over $110K of Social Security benefits over their lifetime. Why? Social Security has 2700 rules, and their agents are not allowed to offer advice. Martha Shedden, a Chartered Retirement Planning Counselor, talks about some of the loopholes, what the mean to you, and where to get help. This episode is a great learning opportunity – even if you think you don’t qualify! Martha Shedden 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 five mod...2022-08-1741 min
Dollar Wise PodcastHow To Claim Social Security Without Losing Money with Martha SheddenSocial security might be your largest asset in retirement, but how long will it last? And how can you increase the amount of money you receive when you retire? When you don’t know what you’re entitled to, you might be leaving more money on the table than you think. Catherine from HFM Investment Advisors and Martha Shedden, a social security expert and educator, have a conversation about what you must know about social security so that you can get as much money as possible during retirement. Martha Shedden runs Shedden Social Security to help retirees maxim...2022-08-1530 min
Social Security: Answers From The ExpertsUsing a Holistic Approach to Retirement Planning by Taking Risk off the TableWelcome 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 TylerPaul 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...2022-07-1335 min
Social Security: Answers From The ExpertsCreating a Remarkable “Next Act” By Focusing on Core ValuesWelcome 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 JacksonLucinda 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 colu...2022-07-0638 min
Social Security: Answers From The ExpertsThe Social Security Disability Application Process, A Must Listen Episode from an SSDI AttorneyWelcome 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...2022-06-2937 min
Social Security: Answers From The ExpertsShauna the Tax Goddess, How Tax Planning is Like a Chess GameShauna the Tax Goddess, How Tax Planning is Like a Chess GameWelcome 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 g...2022-06-2231 min
The Kuderna Podcast#87- Social Security with Martha Shedden-Archived ContentMartha is the President and Co-founder of the National Association of Registered Social Security Analysts, NARSSA. Martha is the author of numerous Social Security white papers and teaches finance and tax professionals across the country the ins and outs of social security. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in...2022-06-1754 min
Power Your AdviceEpisode 96 – Maximize Your Clients’ Social Security Benefits – With Martha SheddenMartha Shedden is the President and Co-Founder of the National Association of Registered Social Security and Analysts (NARSSA), a resource that provides education and resources to Social Security experts to help them maximize their clients’ Social Security benefits. In today’s episode, Doug and Martha talk about the benefits of taking Social Security at the right … Continue reading Episode 96 – Maximize Your Clients’ Social Security Benefits – With Martha Shedden →2022-06-1519 min
Social Security: Answers From The ExpertsFascinating 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 Ec...2022-06-1530 min
Social Security: Answers From The ExpertsPresident 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...2022-06-0847 min
Social Security: Answers From The ExpertsThe 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. Comin...2022-06-0140 min
Social Security: Answers From The ExpertsAward-winning Financial Journalist Shares His Unparalleled Retirement Planning ExpertiseAward-winning Financial Journalist Bob Powell Shares His Unparalleled Retirement Planning ExpertiseWelcome 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...2022-05-2550 min
Social Security: Answers From The ExpertsThis RICP Specializes In WEP & GPO – How Pensions Affect Your Social Security BenefitThis RICP Specializes In WEP & GPO – How Pensions Affect Your Social Security BenefitWelcome to episode #31 of Social Security: Answers From The Experts with Martha Shedden. In this episode Martha sits down with Christopher Hensley and they discuss his views surrounding how to successful plan for retirement, how to handle Social Security decisions, and what the future of financial planning may look like in our ever changing world. Christopher Hensley is the President and CEO of the Houston First Financial Group, in addition to being a Financial Advisor. He chose to work in the financial se...2022-05-1844 min
Social Security: Answers From The ExpertsRetirement Income Expert Shares Financial Secrets To A Happy, Healthy RetirementRetirement Income Expert Tom Hegna Shares Financial Secrets To A Happy, Healthy RetirementWelcome to episode #30 of Social Security: Answers From The Experts with Martha Shedden. In this episode Martha sits down with Tom Hegna and they discuss many aspects of his wide-ranging knowledge on retirement planning. This episode would be useful for both consumers and financial professionals who want to understand the current situation surrounding successful retirement planning. Tom Hegna is an economist, author, and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to...2022-05-1134 min
Social Security: Answers From The ExpertsHealth And Financial Wellbeing Are Connected - Learn About The Triple Tax Advantage Of Health Savings AccountsHealth And Financial Wellbeing Are Connected - Learn About The Triple Tax Advantage Of Health Savings AccountsWelcome to episode #29 of Social Security: Answers From The Experts with Martha Shedden. In this episode Martha sits down with Kevin Robertson and they breakdown everything you need to know about Health Savings Accounts (HSAs), and how this type of account can give you tax savings and come in handy for future health costs that you’re sure to face. Kevin Robertson serves as Senior Vice President, Chief Revenue Officer, where he is responsible for leading the growth st...2022-05-0450 min
Social Security: Answers From The ExpertsHelping Government Employees Mitigate Retirement Problems And Pursue GoalsRetirees: Seek Out This Type of Education-Oriented Retirement PlanningWelcome to episode #28 of Social Security: Answers From The Experts with Martha Shedden. In this episode Martha sits down with Josh Strange and they discuss his view of retirement planning and Social Security for consumers, financial advisors, and business owners. Josh, a CFP, is founder and president of Good Life Financial Advisors of Nova in Alexandria, Virginia. He served in the U. S. Air Force as an Intelligence Analyst and graduated from the University of Maryland Global Campus. Prior to founding Good Life Financial Advisors of...2022-04-2732 min
Social Security: Answers From The ExpertsSeek Out This Type of Education-Oriented Retirement PlanningWelcome to episode #27 of Social Security: Answers From The Experts with Martha Shedden. In this episode Martha sits down with Nicole Mayer and they discuss her approach to retirement planning and Social Security, and why her holistic, fee-for-service approach is something all retirees (and pre-retirees) should be aware of. Nicole is a Partner at Second Opinion Partners, where she focuses on providing mentorship to new Advisors who join the Team. She is also a sought-after speaker and an accomplished author. She is a Certified Divorce Financial Analyst (CDFA™) and has been nationally recognized for her knowledge and co...2022-04-2036 min
Social Security: Answers From The ExpertsNationally Recognized Expert Mark Miller Shares His Insights On Retirement And Aging TrendsNationally Recognized Expert Mark Miller Shares His Insights On Retirement And Aging TrendsWelcome to episode #26 of Social Security: Answers From The Experts with Martha Shedden. In this episode Martha sits down with Mark Miller and they explore his wealth of knowledge as concerns Social Security and retirement planning, as they currently are and what they may become in the years ahead. Mark is a journalist, author and podcaster specializing in coverage of retirement and aging. He contributes regularly on retirement to The New York Times, and writes columns for Reuters, Morningstar.com and We...2022-04-1346 min
Social Security: Answers From The ExpertsMedicare Expert’s Unique Service To Maximize Savings & Benefits While Minimizing ComplexityMedicare Expert’s Unique Service To Maximize Savings & Benefits While Minimizing ComplexityWelcome to episode #24 of Social Security: Answers From The Experts with Martha Shedden. In this episode Martha sits down with Cory Metzman of Chapter and he gives a through breakdown of many issues surrounding Medicare, including tips and useful information if you are on Medicare or soon will be. Corey Metzman has spent his career focused on the healthcare industry. He started his early career at McKinsey & Company working with heath systems, insurance companies, and public health organizations. He is currently the Chief Op...2022-04-0649 min
Social Security: Answers From The ExpertsThis CFP’s Clients Gain The Psychological & Lifestyle Benefits Of Well-designed Retirement PlansThis CFP’s Clients Gain The Psychological & Lifestyle Benefits Of Well-designed Retirement PlansWelcome to episode #24 of Social Security: Answers From The Experts with Martha Shedden. In this episode Martha sits down with Brian Colvert and they explore his knowledge of retirement planning and Social Security from his vantage point as a successful owner of an investment advisory firm. Brian Colvert is the owner of Bonfire Financial, a investment advisory firm in Colorado Springs, CO. Brian is a Certified Financial Planner (CFP), and has been serving his clients for 15 years. He also serves on multiple bo...2022-03-3033 min
Social Security: Answers From The ExpertsSocial Security Legend Nancy Altman Shares Her 50 years + Of Experience With The Program.Social Security Legend Nancy Altman Shares Her 50 years + Of Experience With The Program.Welcome to episode #23 of Social Security: Answers From The Experts with Martha Shedden. In this episode Martha sits down with Nancy Altman and they deliver a thorough breakdown of how Social Security works, why it’s so important, and what’s happening politically around it. Nancy has a forty-five year background in the areas of Social Security and private pensions. She is the president of Social Security Works and chair of the Strengthen Social Security coalition. She is also the author of The B...2022-03-2358 min
Social Security: Answers From The ExpertsWhat Makes A Good Financial Professional For You As A Consumer?Welcome to episode #22 of Social Security: Answers From The Experts with Martha Shedden. In this episode Martha sits down with Geoffrey Brown and they discuss both exactly what NAPFA is and why what they do for their members could be important to you, as well as good advice for consumers who are trying to navigate the often confusing endeavor of working with a financial advisor. Geoffrey E. Brown, CAE , is the Chief Executive Officer of the National Association of Personal Financial Advisors (NAPFA). In this role, he is responsible for the association's strategic direction, external r...2022-03-1640 min
Social Security: Answers From The ExpertsRSSA Financial Professional Shares Social Security Expertise StoriesRSSA Financial Professional Shares Social Security Expertise Stories Welcome to episode #21 of Social Security: Answers From The Experts with Martha Shedden. In this episode Martha sits down with Brian Keith Moon and they talk about his experience, and knowledge, as an accomplished RSSA qualified financial advisor.Brian Keith Moon is a Wealth Manager and Chief Compliance Officer with Toro Bravo Investment Advisors. Brian Moon is a Registered Social Security Analyst (RSSA) and has a Certificate for Financial Planning from Boston University. With over 20 years of financial industry experience he has previously worked with ins...2022-03-0935 min
Social Security: Answers From The ExpertsSocial Security, The “Launching Pad” to Comprehensive Retirement PlanningSocial Security, The “Launching Pad” to Comprehensive Retirement Planning Welcome to episode #20 of Social Security: Answers From The Experts with Martha Shedden. In this episode Martha sits down with Kathy Indiano and they discuss her career as a CPA and how she has helped people navigate financial related retirement issues and Social Security issues as well. Kathleen is a Certified Public Accountant and a FInancial Advisor who has 30 years of experience in individual and small business taxation with emphasis in financial and legacy planning. She received her BBA from Cleveland State University and worke...2022-03-0234 min
Social Security: Answers From The ExpertsTrailblazing Women Lawyers Adding “Lustre” To Image Of Retired Career WomenTrailblazing Women Lawyers Adding “Lustre” To Image Of Retired Career Women Welcome to episode #19 of Social Security: Answers From The Experts with Martha Shedden. In this episode Martha sits down with Karen Wagner & Erica Baird and they discuss what the Lustre movement is all about, which is basically a new way to think about retiring so that there is no loss of meaning and excitement. Erica Baird is a retired lawyer with a career spanning four decades. She was the first woman partner in the General Counsel’s Office of her then Big 6 accounti...2022-02-2340 min
Social Security: Answers From The ExpertsBill Arnone Shares His Extensive Historical Knowledge On Social InsuranceBill Arnone Shares His Extensive Historical Knowledge On Social Insurance Welcome to episode #18 of Social Security: Answers From The Experts with Martha Shedden. In this episode Martha sits down with Bill Arnone and Bill share’s his extensive knowledge about America’s Social Insurance programs (Social Security, Medicare, Unemployment Insurance, etc.).Bill Arnone is the CEO of the National Academy of Social Insurance. A founding Member and former Board Member of the National Academy of Social Insurance, Bill is now contributing his expertise in retirement security and employee benefits law by serving as Co-Ch...2022-02-1652 min
Social Security: Answers From The ExpertsUnderstanding Behavioral Finance, The secret To This Advisor’s Success Understanding Behavioral Finance, The secret To This Advisor’s Success Welcome to episode #17 of Social Security: Answers From The Experts with Martha Shedden. In this episode Martha sits down with Kris Flammang she picks his brain about many different topics related to financial planning, retirement planning, and how exactly he is able to service his clients so well. Kris is a co-owner of LPF Financial Advisors. Kris has been in financial services since 1999 after moving to Florida from his home state of Nebraska. He currently carries the Chartered Retirement Planning Coun...2022-02-0935 min
Social Security: Answers From The ExpertsA Medicare Insurance Advisor‘s Insights Into Avoiding Penalties And PitfallsA Medicare Insurance Advisor‘s Insights Into Avoiding Penalties And Pitfalls Welcome to episode #16 of Social Security: Answers From The Experts with Martha Shedden. In this episode Martha sits down with John Norce and they talk all things Medicare as John shares his extensive knowledge about the program and gives out lots of information about the major questions people have.John Norce is the founder of Medicare Portal, an insurance agency specializing in the education and enrollment of individuals into Medicare. During his 30 years in the insurance industry, John's experience has assisted thousands of...2022-02-0236 min
Social Security: Answers From The ExpertsA CFP’s Deep Dive Into Women-Specific Holistic Retirement Income Planning A CFP’s Deep Dive Into Women-Specific Holistic Retirement Income Planning Welcome to episode #15 of Social Security: Answers From The Experts with Martha Shedden. In this episode Martha sits down with Nadine Burns and they discuss Nadine’s views on retirement planning, especially for women, and why they should think about the financiers of retirement differently then men do.Nadine is currently the President and CEO of A New Path Financial, LLC, a Financial Planning firm in Ann Arbor. Nadine is a Certified Financial Planning Professional who looks at your entire financ...2022-01-2633 min
Social Security: Answers From The ExpertsExtensive Social Security Knowledge And Advice Alicia Munnell Of the Center for Retirement Research Shares Her Extensive Social Security Knowledge And Advice Welcome to episode #14 of Social Security: Answers From The Experts with Martha Shedden. In this episode Martha sits down with Alicia Munnell and they discuss the major issues facing Social Security and retirees at the moment. With Alicia’s extensive knowledge on these issues this is certainly an episode you’ll want to listen to.Alicia H. Munnell is the Peter F. Drucker Professor of Management Sciences at Boston College’s Carroll School of Management. She also...2022-01-1926 min
Social Security: Answers From The ExpertsSecuring The Future Of Your Heirs With Estate Planning Securing The Future Of Your Heirs With Estate Planning Welcome to episode #13 of Social Security: Answers From The Experts with Martha Shedden. In this episode Martha sits down with Allison B. Cruz and they discuss the specifics of estate planning and wills and in general some of the issues that retirees have to think about when it’s time to plan passing down their resources.More than two decades of experience has made Allison comfortable in a court setting, skilled in negotiations, creative in developing solutions, meticulous with the drafting of docu...2022-01-1232 min
Social Security: Answers From The ExpertsThe Danger Of Social Security “Short-Term” Thinking The Danger Of Social Security “Short-Term” Thinking Welcome to episode #12 of Social Security: Answers From The Experts with Martha Shedden. In this episode Martha sits down with Dave Freitag and they discuss his educated views on all sorts of retirement and Social Security issues, and expose many options that people have available to them unknowingly.David Freitag, an industry veteran in financial services and wealth management, brings a deep passion and unparalleled expertise in Social Security filing strategies and retirement income planning to his current role as a financial planning consultant with M...2022-01-0534 min
Social Security: Answers From The ExpertsRetirement Advice from a Successful Banker Turned Personal Finance Columnist Retirement Advice from a Successful Banker Turned Personal Finance Columnist Welcome to episode #11 of Social Security: Answers From The Experts with Martha Shedden. In this highly informative episode Martha sits down with Elliot Raphaelson and he shares some very useful information about Social Security benefits, and how one can take advantage of them in ways many people are unaware of. As a former bank executive, university lecturer and court mediator helping people resolve financial disputes, Elliot Raphaelson has seen all sides of the savings game and is no novice whe...2021-12-2227 min
Social Security: Answers From The ExpertsHolistic Retirement Planning Approach For Clients And Financial Planners Brandon Steele’s (CFP) Holistic Retirement Planning Approach For Clients And Financial Planners Welcome to episode #10 of Social Security: Answers From The Experts with Martha Shedden. In this highly informative episode Martha sits down with Brandon Steele and they discuss many topics regarding retirement and Social Security issues.Brandon is a Certified Financial Planner for Mainsail Financial Group. Brandon believes that the more knowledgeable you feel, the more empowered and confident you will be in making financial decisions. In April 2021, he released his first book, Retire by Design, which shares helpful strate...2021-12-1532 min
The Confident RetirementA voyage into the mind of a Social Security Jedi MasterMartha Shedden – The Confident Retirement Podcast with Kris FlammangEpisode 032 A voyage into the mind of a Social Security Jedi Master with Martha SheddenWhen 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...2021-12-0938 min
Social Security: Answers From The ExpertsInsurance Expert Pamela Fugitt-Hetrick Unravels The Mysteries Of MedicareInsurance Expert Pamela Fugitt-Hetrick Unravels The Mysteries Of MedicareWelcome to episode #9 of Social Security: Answers From The Experts with Martha Shedden. In this highly informative episode Martha sits down with Pamela Fugitt-Hetrick. They discuss her views on Social Security, retirement planning, and most importantly her take on Medicare and how you can approach it’s decisions most successfully. Pamela spent over 20 years providing healthcare prior to becoming an insurance broker. For over 13 years she has been helping clients “unravel the mysteries of health insurance”. As the Affordable Care Act/Obamacare was developing, Pam made sure to...2021-12-0850 min
Social Security: Answers From The ExpertsAn Expert’s Easy-To-Understand Conclusions Of Complex Investment ConceptsAn Expert’s Easy-To-Understand Conclusions Of Complex Investment Concepts Welcome to episode #8 of Social Security: Answers From The Experts with Martha Shedden. In this highly informative episode Martha sits down with Mark Hulbert and they discuss his views on retirement, Social Security, and how he believes one should approach these important decisions.Mark is a senior columnist for MarketWatch and Dow Jones. He is a seasoned financial expert with over four decades’ experience analyzing investments and market trends. He is adept at translating complex investment concepts into easy-to-understand conclusions as a columnist, newsletter edito...2021-12-0140 min
Social Security: Answers From The ExpertsThoughts From A Major Online Social Security InfluencerThoughts From A Major Online Social Security Influencer Welcome to episode #7 of Social Security: Answers From The Experts with Martha Shedden. In this highly informative episode Martha sits down with Devin Carroll, and they talk about many aspects of Social Security planning as well as Devin’s views on the issues with the social security program and how to improve it. Devin Carroll is a Financial Planner, Social Security nerd, and entrepreneur. He has been a contributor to The Smarter Investor since 2018. He is a financial planner at Carroll Investment Management based in Texa...2021-11-1741 min
Social Security: Answers From The ExpertsHolistic Retirement Planning: What Critical Questions Are Clients Not Asking?Holistic Retirement Planning: What Critical Questions Are Clients Not Asking?Welcome to episode #6 of Social Security: Answers From The Experts with Martha Shedden. In this highly informative episode Martha sits down with Maryann Keith and they discuss her views on Social Security and retirement planning and some of the common pieces of advice she gives to her clients.Maryann Keith joined Beden Wealth Management in 2007 after beginning her career in financial services in 2005. She often deals with Social Security and retirement planning issues. Maryann collaborates regularly with some of the top operations professionals in the...2021-11-1031 min
Social Security: Answers From The ExpertsThe Macro And Micro Economics Of Social SecurityThe Macro And Micro Economics Of Social Security Welcome to episode #5 of Social Security: Answers From The Experts with Martha Shedden. In this highly informative episode Martha sits down with Laurence Kotlikoff, and they talk about many aspects of Social Security planning as well as Larry’s views on retirement financial planning in general. It is an episode filled with useful information that can be put to good use. Laurence Kotlikoff is a professor of economics at Boston University, president of Economic Security Planning, and a New York Times best-selling author. His columns, articles...2021-11-0336 min
Social Security: Answers From The ExpertsMary Beth Franklin Shares Social Security SecretsMary Beth Franklin Shares Social Security Secrets Welcome to episode #4 of Social Security: Answers From The Experts with Martha Shedden. In this exciting episode Martha sits down with Mary Beth Franklin and they discuss many important topics related to Social Security claiming decisions that all retirees will face.Mary Beth Franklin is a CFP and a retirement speaker and author who writes about the latest research and thought leadership on retirement income planning. She is a Contributing Editor at Investment News specializing in Social Security, Medicare and Retirement income. She has been a f...2021-10-2731 min
Social Security: Answers From The ExpertsA Hidden Retirement Asset, Reverse Mortgages ExplainedA Hidden Retirement Asset, Reverse Mortgages Explained Welcome to episode #3 of Social Security: Answers From The Expertswith Martha Shedden.In this highly useful episode of the show Martha sits down with Marina Watts and they dive into the topics of reverse mortgages.Marina is a Mortgage Loan Officer for HighTechLending, Inc. Maria enjoys working with seniors to help them better their lives, which makes her a perfect fit as a reverse mortgage consultant.Marina brings patience, listening skills, honesty, integrity, and enthusiasm to all of her clients. She strives to fully educate people o...2021-10-2030 min
Social Security: Answers From The Experts“Still Syndrome” & “Unretirement”: Debunking The Negativity Of Aging“Still Syndrome” & “Unretirement”: Debunking The Negativity Of AgingWelcome to episode #2 of Social Security: Answers From The Experts with Martha Shedden. In this stellar episode Martha sits down with Chris Farrell and they discuss how people should think about and plan for claiming Social Security and retirement in general. Chris is currently the senior economics contributor at Marketplace, American Public Media’s nationally syndicated public radio business and economic program. He is also economics commentator for Minnesota Public Radio and host of its series Conversations on the Creative Economy as well as a co...2021-10-1340 min
Social Security: Answers From The ExpertsA CFP’s Current Thoughts On Retirement And Social Security, With Skip SchweissA CFP’s Current Thoughts On Retirement And Social Security, With Skip Schweiss Welcome to episode #1 of Social Security: Answers From The Experts with Martha Shedden. In this highly informative episode Martha sits down with Skip Schweiss and they discuss a multitude of helpful topics related to retirement planning and Social Security.Skip Schweiss is a Certified Financial Planner, CFP, and an Accredited Investment Fiduciary, AIF. He recently served as the volunteer president for the Financial Planning Association (FPA), which is the principal membership organization for Certified Financial Planner professionals and those wh...2021-10-0629 min
Social Security: Answers From The ExpertsWelcome to Social Security: Answers From The ExpertsMartha Shedden is the President and co-founder of the National Association of Registered Social Security Analysts. Tune in to her new podcast, Social Security: Answers from The Experts as Martha and her guests share useful insights into Social Security and retirement planning.Martha Shedden has extensive experience providing Social Security education, consulting, and analyses for individual clients as well as financial professionals, and has authored numerous Social Security white papers, seminar presentations and articles in financial publications. On the show, Martha shares her own expertise in Social Security and r...2021-09-2301 min