# NARSSA with Martha Shedden & Ted Rosedale | E439

Page: https://stenobird.com/podcast/fintech-impact-732879/narssa-with-martha-shedden-ted-rosedale-e439
Text version: https://stenobird.com/podcast/fintech-impact-732879/narssa-with-martha-shedden-ted-rosedale-e439.md
Podcast: [Fintech Impact](https://stenobird.com/podcast/fintech-impact-732879)
Published: 2026-08-04T10:00:00+00:00
Episode link: https://shows.acast.com/fintechimpact/episodes/narssa-with-martha-shedden-ted-rosedale-e439
Audio file: https://sphinx.acast.com/p/open/s/5ab6fe42bb6ddf45527e077e/e/6a6a29252a5f0f3072ff6736/media.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/fintech-impact-732879/episodes/narssa-with-martha-shedden-ted-rosedale-e439
Duration seconds: 1799

## Resource

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 NARSSA LinkedIn - Martha Shedden’s LinkedIn LinkedIn - Ted Rosedale’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/fintech-impact-732879/episodes/narssa-with-martha-shedden-ted-rosedale-e439/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/fintech-impact-732879/narssa-with-martha-shedden-ted-rosedale-e439.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.