Navigating Social Security benefits can be overwhelming, especially when it comes to understanding spousal benefits. To shed light on this important topic, Heather Schreiber, RICP®, recently joined the Peace of Mind Wealth Management Podcast for an insightful discussion on maximizing Social Security spousal benefits in retirement.
A Must-Listen Episode for Couples Planning Their Retirement
In episode 274 of the Peace of Mind Wealth Management Podcast, Heather shared her expert knowledge on how spousal benefits work, who qualifies, and the best strategies to maximize benefits for long-term financial security. With years of experience in Social Security and retirement income planning, Heather provided invaluable insights that can help couples make informed decisions about their retirement income.
Key Topics Heather Covered in the Podcast
- Understanding Spousal Benefits: What they are, who qualifies, and how they are calculated.
- Claiming Strategies for Couples: When and how to file to ensure the highest possible benefit.
- Coordinating Benefits: How spousal benefits interact with personal retirement benefits.
- Maximizing Lifetime Income: How timing your claim can impact financial security in retirement.
- Common Pitfalls to Avoid: Mistakes that could lead to reduced benefits and how to prevent them.
Listen to the Full Episode
For those who missed the live discussion, the full episode is available to stream below. Don’t miss Heather’s expert guidance on how to navigate Social Security spousal benefits with confidence.
Stay Informed with Expert Guidance
Heather Schreiber is dedicated to helping individuals and financial professionals navigate the complexities of Social Security and retirement income planning. If you’re looking for personalized guidance or want to stay updated on future speaking engagements, connect with Heather today.
For more valuable insights on Social Security and retirement planning, be sure to visit the Peace of Mind Wealth Management Podcast and explore other informative episodes.
