Heather joined The American College of Financial Services at the Horizons Conference to discuss why Social Security decisions shouldn't be made in isolation. The conversation explores common misconceptions about claiming benefits at age 62, the importance of...
Heather joined John Terry on Legacy Marketing Group's Tune In to Sales podcast to discuss how financial professionals can navigate complex retirement planning conversations with greater clarity and confidence. The conversation explores ways to bridge knowledge gaps...
Heather joined Jill Schlesinger on the Jill on Money podcast for a special Social Security mailbag episode, answering listener questions about claiming strategies, spousal benefits, timing decisions, and other key retirement planning topics. The conversation offers...
Heather joined the Annuity Chat with North American podcast to discuss three common Social Security mistakes that can significantly impact retirement income. She shared practical strategies for making informed claiming decisions and maximizing Social Security benefits...
In this episode of Safe Money Radio, Heather discusses key retirement planning updates, including Social Security changes for 2026 and the impact of Medicare and taxes. Watch below or click here to watch on YouTube.
In this special 800th episode, Brad interviews Heather to discuss the leading research surrounding retirement income strategies and what it means for building a more secure and sustainable retirement plan. Watch below or click here to watch on YouTube.
Heather joined Guardian Financial Management’s Darrin McComas and Jason Fox on The Retirement Planning Podcast to unpack the complexities of retirement planning. Watch below or click here to watch on YouTube.
Heather joined host Brad Pistole, RICP®, to discuss the sweeping changes reshaping retirement planning in 2025. Watch below or click here to watch on YouTube.
Heather joined Guardian Financial Management on their podcast to break down the Social Security Fairness Act. Click here to listen.
Navigating Social Security can be challenging, especially for women who face unique financial hurdles in retirement. In Episode 82 of the Take Back Retirement Podcast, Heather Schreiber, RICP®, joined hosts Stephanie McCullough and Kevin Gaines to break down how women...
A companion resource to Ed Slott's IRA Newsletter, this is the go-to "all things Social Security" newsletter and reference tool for financial professionals. Providing practical applications to commonly asked and misunderstood claiming rules, Social Security Advisor is a must-have for any financial and tax professional who wants to add value to their financial and tax planning process.
