Choosing a Medicare plan is just the beginning. What comes next can have a big impact on your healthcare and wallet. thesimplyretirementpodcast.com/podcasts/51-me…

Inheriting an IRA can feel like stepping into a financial minefield — but with the right guidance, you can avoid costly mistakes and make the most of your legacy. thesimplyretirementpodcast.com/podcasts/52-i-…

Retirement planning can feel overwhelming, especially when faced with difficult questions about protecting your assets, Social Security benefits, and market uncertainties.  thesimplyretirementpodcast.com/podcasts/53-li…

Most people think Social Security is straightforward—until taxes show up. The truth is, what you don’t know about how your benefits are taxed can cost you more than you expect. thesimplyretirementpodcast.com/podcasts/54-ho…

Financial empowerment transforms lives, especially when women have access to tailored resources and support. thesimplyretirementpodcast.com/podcasts/55-em…

Retirement is about more than finances. How will you spend your time? thesimplyretirementpodcast.com/podcasts/56-wh…

Accessing your retirement funds early doesn’t have to be a costly mistake. In this episode, I break down seven ways you may be able to withdraw from your retirement savings before age 59½ without facing that dreaded 10% early withdrawal penalty.  thesimplyretirementpodcast.com/podcasts/57-7-…

What happens when love meets life-altering diagnosis and financial pressure?  thesimplyretirementpodcast.com/podcasts/58-ca…

Money can feel like the last taboo, especially when it comes to retirement. But what if opening up could completely transform your future? thesimplyretirementpodcast.com/podcasts/59-na…

What’s the right housing move in retirement? Sell and rent, or stay put and downsize? In this episode, I unpack five key decisions that go far beyond dollars and cents, inspired by a real conversation with a client. thesimplyretirementpodcast.com/podcasts/60-do…

What if money could buy happiness, but only if you knew how to spend it? thesimplyretirementpodcast.com/podcasts/61-th…

Gray divorce can significantly impact your retirement plans and emotional well-being. In this episode, I sit down with Jill Lowe, Collaborative Divorce Attorney at J Lowe Law, LLC, to discuss the financial and emotional layers of gray divorce. thesimplyretirementpodcast.com/podcasts/62-gr…

Divorce is difficult enough without letting confusion over Social Security take a toll on your future income. thesimplyretirementpodcast.com/podcasts/63-so…

Changing careers or returning to the workforce after a long break can feel overwhelming. But what if the process could feel empowering instead? thesimplyretirementpodcast.com/podcasts/64-na…

Tax law changes might not sound exciting, but these updates could have a powerful impact on your retirement plans. In this episode, I unpack the top provisions from the new One Big Beautiful Bill Act and how they may affect retirees, especially women planning for long-term

Losing a spouse is heartbreaking, but it can also trigger financial challenges that many women aren’t prepared for.  The Widow’s Penalty is real, and it can have long-term consequences on income, taxes, and retirement. thesimplyretirementpodcast.com/podcasts/66-un…

Grieving the loss of a spouse is devastating. During that fog, there’s still paperwork, decisions, and urgent tasks demanding attention. thesimplyretirementpodcast.com/podcasts/67-na…

“I think I worry about money because…” That sentence came from a conversation this week with a client who had experienced an extremely emotional life event — one that forever changed how she viewed uncertainty and control. As we talked, it became clear her concerns weren’t

Understanding Social Security can feel complicated, especially when life events like divorce or widowhood come into play.  In this episode, I join Karen Covy on her podcast, Off The Fence, to walk through the rules that often matter most for women. thesimplyretirementpodcast.com/podcasts/85-so…

Divorce doesn’t have to be devastating.  It can be empowering when approached with clarity and the right support. In this episode, I sit down with Karen Covy, divorce coach, attorney, and mediator, to explore how women can take control of the divorce process.