The Simply Retirement Podcast

Latest Episodes
Roth IRAs and Retirement: What You Need to Know (Ep. 73)
Roth IRAs can feel confusingbut when you understand how they work, they can become one of the most powerful tools in your retirement plan. In this episode, youll discover how Roth IRAs may give you
Exit Planning for Business Owners: Preparing Financially, Personally, and for Legacy (Ep. 72)
Exiting a business is more than just a financial transaction. Its a life transition that can affect family, legacy, and the future you envision. In this episode, I sit down with Renita Wolf, MBA, fou
Can I Stop My Social Security Benefits If I Go Back to Work? A Listener Case Study (Ep. 71)
Retirement rarely unfolds exactly as planned, especially when unexpected life changes occur. In this episode, I share a real listeners story involving Social Security, divorce, and the possibility of
Planning Beyond Documents: Building Support as a Solo Senior with Kathy McNair (Ep. 70)
Too often, retirement planning focuses only on documents, but what happens when you dont have the right people to rely on? In this episode, I sit down with elder law attorney and founder of Solo Alli
Navigating Life After Loss – Part 3: Planning Your First Year with Clarity and Care (Ep. 69)
The first year after losing a spouse brings overwhelming emotions alongside important decisions. Knowing what needs immediate attention versus what can wait can make the difference between added stres
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 &