Retirement planning doesnt end once you stop working; it evolves.In this episode, I wrap up my seven essential strategies for successful investing in retirement, focusing on two of the most pivotal: managing your tax burden and deciding whether to work

Investing in retirement requires a completely different mindset, one focused on income, not just preservation.In this episode, I continue our Seven Strategies for Successful Investing in Retirement series by explaining Strategy #4: Understanding the Role

What if the way youve been told to protect your money in retirement is actually putting your future at risk?In this episode, I continue our series on the seven essential strategies for successful investing in retirement. We tackle one of the most misund

Retirement is shifting in ways that require new thinking, new planning, and new strategies.In this episode, I launch a new series on the seven essential strategies for successful investing in retirement. I explain how todays retirement looks different t

Retirement isnt just about slowing down. Its about stepping into a chapter that feels alive with meaning and joy.In this episode, I speak with Joy Levin, President of Gen X Exec Encore and Certified Professional Retirement Coach, about how Gen X women

The holiday season often inspires generosity, but how you give can make a big difference for both your loved ones and your finances.In this episode, I explore seven actionable gifting strategies you can use before the year ends to support your children,

Our financial legacy is important, but our stories and memories are priceless.This time, we go beyond numbers to focus on preserving the voices, photos, and experiences that define a familys history.In this episode, I sit down with Zoe Martin, founder

What if your most painful experiences could become the foundation for new strength and hope?In this episode, I sit down with Dr. Brooke Jones, Founder of Stronger Women, to talk about her journey of survival, recovery, and empowerment. She shares her sto

The final months of the year are the perfect time to review your finances and take action before December 31st.New tax laws bring both opportunities and risks, making this years planning even more important.In this episode, I walk through my year-end

Deciding when to start Social Security is more than a math equation. Its about balancing life expectancy, risk tolerance, and long-term income needs.In this episode, I explore the trade-offs of claiming early versus delaying for larger benefits. I expla