Addressing Social Security Myths

Is Social Security going bankrupt? Is it a mistake not to claim benefits early? And how should you factor it into your retirement planning with clients? In this episode of the Shares podcast, Michael Finke and Martha Shedden look at the myths surrounding Social Security as well as some foundational and advanced concepts for including it in your clients’ retirement planning strategies.

Michael Finke, PhD, CFP®, is a professor of wealth management and director of the Wealth Management Certified Professional® (WMCP®) Program at The American College of Financial Services. He is a nationally known researcher in the areas of retirement income planning, retirement spending, life satisfaction, and cognitive aging. He is a frequent speaker at financial planning conferences and was named one of the 25 most influential people in the field of investment advising in 2020 and 2021 by Investment Advisor Magazine.

Martha Shedden, CRPC®, is the president and co-founder of the National Association of Registered Social Security Analysts (NARSSA) and a Social Security expert, retirement educator, speaker, and advocate. She has trained thousands of financial advisors, tax professionals, and retirement specialists on how to navigate the complex web of Social Security rules to help Americans make optimal claiming decisions. She is a trusted voice in the media, frequently contributing to financial publications and appearing as a guest expert on podcasts, webinars, and industry conferences. She is a passionate advocate for proactive financial literacy, especially among women, Baby Boomers, and self-employed individuals who are often underserved in traditional retirement planning conversations.

Any views or opinions expressed in this podcast are the hosts’ and guests' own and do not necessarily represent those of The American College of Financial Services.

We’re proud to partner with NARSSA to offer access to education leading to the Registered Social Security Analyst® (RSSA®) certification with significant tuition savings! Learn more about how you can get the expertise your clients need in Social Security claiming and strategy.
 

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