The Simply Retirement Podcast

In this episode, I talk with Sandy about her raw and revealing story as a caregiver for her husband battling frontotemporal degeneration.

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.

In this episode, I explore “The Rule of 1000 Hours" in retirement, explaining how to balance freedom with intention. I offer strategies to avoid aimlessness and craft a life filled with meaningful activities.

In this episode, I explore the incredible work of Savvy Ladies, a nonprofit dedicated to equipping women with financial knowledge and confidence.

In this episode, I explain how SociaI Security gets taxed and why it hits harder for women filing single later in life.

In this episode, I answer listener questions about whether to choose a living trust or a will, explain how Social Security benefits work for widows and divorced women, and discuss how to prepare your retirement income for market ups and downs.

In this episode, I break down the five essential steps every woman should take after inheriting an IRA. I explain how the Secure Act changed the rules, when required distributions apply, and how to think about taxes and investment strategy.

In this episode, I sit down with Traci Grover, a seasoned insurance broker with Vital Health Coverage, to help you understand how to get the most from your Medicare benefits.