The Simply Retirement Podcast

Latest Episodes
Navigating Life After Loss – Part 2: Financial & Legal Aspects (Ep. 68)
In Part 2 of our Navigating Life After Loss series, I share compassionate, practical advice for the critical first weeks after losing a spouse. I walk through the legal, financial, and everyday matter
Navigating Life After Loss – Part 1: The First Week (Ep. 67)
Grieving the loss of a spouse is devastating. During that fog, theres still paperwork, decisions, and urgent tasks demanding attention. In this episode, we open up a three-part series called Life Af
Understanding The Widow’s Penalty and What You Can Do About It (Ep. 66)
Losing a spouse is heartbreaking, but it can also trigger financial challenges that many women arent prepared for. The Widows Penalty is real, and it can have long-term consequences on income, taxe
How the New Tax Law Could Impact Your Retirement (Ep. 65)
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
Navigating Career Transitions for Women Over 55 with Kristi Cline (Ep. 64)
Changing careers or returning to the workforce after a long break can feel overwhelming. But what if the process could feel empowering instead? In this episode, I sit down with Kristi Cline, Founder &
Social Security Planning After Divorce: Crucial Rules and Mistakes to Avoid (Ep. 63)
Divorce is difficult enough without letting confusion over Social Security take a toll on your future income. In this episode, I explain the essential Social Security strategies every divorced woman s
Gray Divorce and Retirement: How Collaborative Divorce May Protect Your Financial Future with Jill Lowe (Ep. 62)
Gray divorce can significantly impact your retirement plans and emotional well-being. How do you protect your financial future when love fades later in life? What pitfalls should you avoid to stay fin
The Science of Happier Spending: Behavioral Finance Insights with Brendan Frazier (Ep. 61)
What if money could buy happiness, but only if you knew how to spend it? In this episode, I sit down with Brendan Frazier, Chief Behavioral Officer at RFG Advisory, to uncover five practical, research
Downsize or Rent in Retirement? 5 Key Decisions You Should Consider (Ep. 60)
Whats 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 conversatio
Navigating Retirement with Confidence and Clarity with Kathleen Burns Kingsbury (Ep. 59)
Money can feel like the last taboo, especially when it comes to retirement. But what if opening up could completely transform your future? In this episode, I sit down with Kathleen Burns Kingsbury, Fo