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 ...
Jul 13, 2022•35 min•Season 1Ep. 39
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...
Jul 06, 2022•39 min•Season 1Ep. 38
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 ...
Jun 29, 2022•38 min•Season 1Ep. 37
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 AICT...
Jun 22, 2022•32 min•Season 1Ep. 36
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 Char...
Jun 15, 2022•30 min•Season 1Ep. 35
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 Drucke...
Jun 08, 2022•48 min•Season 1Ep. 34
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. Sh...
Jun 01, 2022•41 min•Season 1Ep. 33
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 t...
May 25, 2022•50 min•Season 1Ep. 32
This RICP Specializes In WEP & GPO – How Pensions Affect Your Social Security Benefit Welcome 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 ...
May 18, 2022•44 min•Season 1Ep. 31
Retirement Income Expert Tom Hegna Shares Financial Secrets To A Happy, Healthy Retirement Welcome 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 economi...
May 11, 2022•35 min•Season 1Ep. 30
Health And Financial Wellbeing Are Connected - Learn About The Triple Tax Advantage Of Health Savings Accounts Welcome 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 P...
May 04, 2022•51 min•Season 1Ep. 29
Retirees: Seek Out This Type of Education-Oriented Retirement Planning Welcome 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 a...
Apr 27, 2022•32 min•Season 1Ep. 28
Welcome 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 accompl...
Apr 20, 2022•36 min•Season 1Ep. 27
Nationally Recognized Expert Mark Miller Shares His Insights On Retirement And Aging Trends Welcome 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 ...
Apr 13, 2022•46 min•Season 1Ep. 26
Medicare Expert’s Unique Service To Maximize Savings & Benefits While Minimizing Complexity Welcome 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 McK...
Apr 06, 2022•49 min•Season 1Ep. 25
This CFP’s Clients Gain The Psychological & Lifestyle Benefits Of Well-designed Retirement Plans Welcome 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 ...
Mar 30, 2022•34 min•Season 1Ep. 24
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 Wo...
Mar 23, 2022•59 min•Season 1Ep. 23
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 (NA...
Mar 16, 2022•40 min•Season 1Ep. 8
RSSA 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 ...
Mar 09, 2022•36 min•Season 1Ep. 21
Social 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 taxatio...
Mar 02, 2022•34 min•Season 1Ep. 20
Trailblazing 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 t...
Feb 23, 2022•41 min•Season 1Ep. 19
Bill 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 I...
Feb 16, 2022•53 min•Season 1Ep. 18
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 hom...
Feb 09, 2022•35 min•Season 1Ep. 17
A 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 individ...
Feb 02, 2022•36 min•Season 1Ep. 16
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 ...
Jan 26, 2022•34 min•Season 1Ep. 15
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 Ma...
Jan 19, 2022•26 min•Season 1Ep. 14
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...
Jan 12, 2022•33 min•Season 1Ep. 13
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 Securi...
Jan 05, 2022•34 min•Season 1Ep. 12
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,...
Dec 22, 2021•28 min•Season 1Ep. 11
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 wi...
Dec 15, 2021•33 min•Season 1Ep. 10
