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.
All content for Social Security: Answers From The Experts is the property of Martha Shedden and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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 39: Using a Holistic Approach to Retirement Planning by Taking Risk off the Table
Social Security: Answers From The Experts
35 minutes
3 years ago
Ep 39: Using a Holistic Approach to Retirement Planning by Taking Risk off the Table
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
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.
