Ep 27: Seek Out This Type of Education-Oriented Retirement Planning
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 Published On Premiered Apr 20, 2022

Welcome to episode #27 of Social Security: Answers From The Experts with Martha Shedden. In this episode Martha sits down with #NicoleMayer and they discuss her approach to retirement planning and Social Security, and why her holistic, fee-for-service approach is something all retirees (and pre-retirees) should be aware of.

Nicole is a Partner at Second Opinion Partners, where she focuses on providing mentorship to new Advisors who join the Team. She is also a sought-after speaker and an accomplished author. She is a Certified Divorce Financial Analyst (#CDFA™) and has been nationally recognized for her knowledge and commitment and has been featured as a financial professional on #FoxBusiness News, WGN Channel 9 News and #CNBC.


Here is what to expect on this week’s show:
- A look at Nicole’s background and exactly what her company, Second Opinion Partners, does regarding retirement financial planning.
- How Nicole’s approach to retirement planning is different, with education being central to her approach.
- What exactly the fee-for-service model is and why it’s usually the preferred method for clients looking to receive the best service.
- The types of assistance Nicole offers regarding Social Security and why.
- How should someone needing help with Social Security and retirement planning find the right financial professional?
- What exactly is “holistic” financial planning and why having it matters.
- Which transition in life is the most difficult to plan for and why.
- How can one approach retirement so as to ensure it’s the best time of their life and not a let down?


Relevant Links:
http://www.2ndpartners.com/

Connect with Nicole and Second Option Partners:
LinkedIn:   / nicolemayer  
Twitter:   / rpgplan  
Facebook:   / 2ndopinionpartners  
Instagram:   / 2nd_opinion_partners  
YouTube:    / rpglts  



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