Ep 39: Using a Holistic Approach to Retirement Planning by Taking Risk off the Table
112 views
0

 Published On Premiered Jul 13, 2022

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

#PaulTyler 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 #PrincetonUniversity and his J.D. from #CornellLawSchool.


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:
  / pauldtyler  



📊 Get a customized Social Security plan. Start with a complimentary 10-minute consultation with our team of Registered Social Security Analysts.
https://calendly.com/rssa/consultation

➡️ Financial Advisors and Accountants - Become an RSSA and discover how Social Security expertise can unlock massive opportunities for your practice.
Sign up now - https://www.narssa.org/registration/?pro
or
Schedule a Call - https://calendly.com/narssa/become-an...

✔ Download our White Paper: Social Security Expertise, the Next New Trend for Financial Professionals.
https://rssa.com/social-security-expe...

⚠️ Questions about the RSSA Social Security Education & Training for Financial Professionals & Advisors?
https://www.narssa.org/resources/cont...

⚠️ Questions about maximizing and optimizing your Social Security benefits?
https://rssa.com/ask-an-rssa/

#socialsecurity #medicare #maximizeyoursocialsecurity #medicare #retirement #retiring #healthcare #taxes #socialsecurity #socialsecuritypodcast #financialplanning #financialadvisor
#rssa #socialsecurity #mysocialsecurity #retirement #maximizesocialsecurity #retirementincome #financialplanning #financialadvisor #registeredsocialsecurityanalyst #retired #narssa #over50 #socialsecurityhelp #socialsecurityadvisor #askmartha #financialliteracy #retirementincomeplanning #death #survivor #widow #widower #children #parents
#rssa #socialsecurity #mysocialsecurity #retirement #maximizesocialsecurity #retirementincome #financialplanning #financialadvisor #registeredsocialsecurityanalyst #retired #narssa #over50 #socialsecurityhelp #socialsecurityadvisor #askmartha #financialliteracy #retirementincomeplanning #myssa #cola #costofliving #lumpsum #socialsecuritybenefits #taxfreesocialsecurity #FRA #fullretirementage #irmaa #1099 #2100act #spousalbenefits #socialsecuritycola #ssa #socialsecuritystatement

show more

Share/Embed