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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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.
Ep 21: RSSA Financial Professional Shares Social Security Expertise Stories
Social Security: Answers From The Experts
35 minutes
3 years ago
Ep 21: RSSA Financial Professional Shares Social Security Expertise Stories
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 for Financial Planning from Boston University. With over 20 years of financial industry experience he has previously worked with institutions such as AIG, Edward Jones, BrokersXpress, ISC Group, and SCF Investment Advisors Inc. Brian also carries the Certified Financial Fiduciary (CFF) designation. This designation demonstrates a commitment to serving clients best interests.
Here is what to expect on this week’s show:
A little information about Brian’s background in being a financial advisor.
Why Brian first saw that being an RSSA financial professional would be a good idea.
Why being RSSA certified is better than just taking other Social Security courses.
What it’s like to work with clients after Brian became an RSSA (and why it’s such a helpful thing).
How does Brian get the word out about what he does?
The value of having an excellent understanding of Social Security as a financial advisor.
How can people stop letting their emotions guide their financial decisions?
Final advice for soon-to-be retirees who are starting to make financial decisions for their retirement.
Relevant Links:
http://www.torobravoadvisors.com/
Connect with Brian & Toro Bravo Investment Advisors:
LinkedIn: https://www.linkedin.com/in/brian-keith-moon-rssa-cff-677335b1/
YouTube: https://www.youtube.com/channel/UC_sEt4QY_6OKdALqoVSuZpg/featured
Facebook: https://www.facebook.com/Torobravoadvisors
Phone: 806-359-7766
Learn more about your ad choices. Visit megaphone.fm/adchoices
Social Security: Answers From The Experts
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.
