The Simply Retirement Podcast

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.

In this milestone 50th episode, I explore the increasing control of wealth by women and the financial industry's reaction to this change. I emphasize the necessity for advisors to change their methods to effectively serve women.

In this episode, I answer listener questions about Social Security benefits, from clarifying the differences between spousal and survivor benefits to explaining the impact of working while receiving benefits and the new identity verification requirements. I also address specific scenarios, including those involving teacher pensions and common-law marriages, to provide clear guidance and help listeners make informed decisions about their retirement.

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.

In this episode, I explore three lesser-known Social Security strategies that could transform your retirement income plan. From timing benefits to maximizing survivor payouts, I give practical advice to help you make informed decisions for a stronger financial future.

Join me on this episode as I dive into the world of patient advocacy with Nancy Ruffner, an experienced Patient Advocate and Aging Strategist.

In this episode, I answer listener questions regarding the Social Security Fairness Act and optimizing Social Security.

I was a guest on Senior to Seniors with Jim Mazziotti. In this episode, I share my insights on retirement income strategies, tax-efficient planning, and the Simply Retirement Roadmap process.