Episode 96 – Maximize Your Clients’ Social Security Benefits – With Martha Shedden
June 15, 202219m 44s
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Show Notes
Martha 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 age and how important this asset is to clients’ retirement plans. They also discuss:
- Strategies for maximizing Social Security benefits
- How NARSSA can help advisors better help clients understand planning their retirement
- Retirement communication between financial advisors and individuals
- What makes NARSSA different from other retirement planning products
Resources: NARSSA | SSA.gov – My Account