Ep 040: What Advisors Don’t Tell You About Social Security

Sage Money Conversations with Barbara Norman CFP®

The 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 module RSSA program provides professionals with a thorough knowledge of the Social Security program and trains them how to analyze clients’ claiming options to obtain 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 a certified Chartered Retirement Planning Counselor (CRPC) and also has her own business, Shedden Social Security & Retirement Planning, helping retirees make their optimal Social Security claiming decision.

She is passionate about educating financial professionals and retirees on the details of Social Security income planning, the foundation and first step to creating a financially secure retirement plan. Trained and practicing as a professional engineer for over 30 years, she enjoys the detailed, problem solving aspects of Social Security income planning, sharing her knowledge with others, and helping them make this very important financial decision.

Martha has over a decade of experience providing Social Security education, consulting, and analyses for individual clients, financial and accountancy professionals. She is the author of numerous Social Security white papers, seminar presentations and articles in financial publications.

#SocialSecurity #Taxes #Income #Retirement #SpousalBenefits #SurvivorBenefits

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