NARSSA with Martha Shedden & Ted Rosedale | E439
Optimizing Social Security.
Host Jason Pereira sits down with Martha Shedden and Ted Rosedale from the National Association of Registered Social Security Analysts (NARSSA) to explain why generic online Social Security calculators often fall short. They break down why Social Security optimization is a complex, high-stakes decision—especially for couples, widows, and divorcees—where simple estimates miss key variables like spousal benefits, taxation, and life expectancy.
To solve this, NARSSA pairs accredited advisor education with its RSSA Roadmap software, a tool that directly imports official earnings records to build personalized, visual reports. The platform models complex interactions like survivor benefits and required minimum distributions (RMDs), helping advisors ensure their clients don't leave tens of thousands of dollars unclaimed.
This episode is a must-listen for financial advisors and retirement planners looking to master Social Security optimization and uncover hidden value for their clients.
Episode Highlights:
00:00 Welcome and Guests
00:35 What NRSSA Does
01:35 How NRSSA Started
02:51 Why Social Security Matters
04:17 Beyond Simple Calculators
06:14 Where SSA Estimates Fail
07:10 Key Claiming Decisions
09:12 Longevity and Timing
11:23 Handling Early Claim Fears
13:40 Survivor Benefit Strategies
17:27 Holistic Planning Impacts
19:13 Roadmap Software Walkthrough
21:07 Specialist vs General Tools
22:49 Rapid Fire Closing Questions
29:09 Wrap Up and Sponsor
Resources:
Facebook – Jason Pereira's Facebook
LinkedIn – Jason Pereira's LinkedIn
Woodgate.com – Sponsor
LinkedIn - Martha Shedden’s LinkedIn
LinkedIn - Ted Rosedale’s LinkedIn