#65 - How the New Tax Law Could Impact Your Retirement
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 income.
#57 - 7 Ways to Access Retirement Funds Early Without a Penalty
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.
#54 - How Social Security Gets Taxed: What You Need to Know
In this episode, I explain how SociaI Security gets taxed and why it hits harder for women filing single later in life.
#52 - I Have Inherited an IRA—Now What? 5 Steps to Avoid Costly Mistakes
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.
#48 - How to Pay Taxes in Retirement: What You Need to Know
On this episode, I dive into how to pay your taxes in retirement when you no longer have a paycheck. With the tax season freshly behind us, now's a great time to address how you'll handle taxes in your golden years.
#6 - Why the Right Questions Can Save Your Retirement
In this episode, Eric delves deep into the maze of retirement distribution planning. Every decision, every distribution, has consequences—some of which you might not see coming.
#2 - The Simply Retirement Roadmap™ Process
In this episode, Eric Blake introduces the Simply Retirement Roadmap process. The process aims to simplify retirement planning and alleviate one's future concerns.