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.
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9/23/2021
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July 13, 2022
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
July 6, 2022
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
June 29, 2022
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
Marc Kiner and Jim Blair
Unknown author
Benjamin Brandt CFP®, RICP®
Taylor Schulte, CFP®
James Conole, CFP®
Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors
Roger Whitney, CFP®, CIMA®, RMA, CPWA®
Andy Panko
Devin Carroll, CFP® & John Ross, JD
Ari Taublieb, CFP®, MBA
Don McDonald
The Great Retirement Debate with Ed Slott & Jeffrey Levine
Brian Preston and Bo Hanson
Audacy
Ramsey Network
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