The Simply Retirement Podcast

The Simply Retirement Podcast


Latest Episodes

Roth IRAs and Retirement: What You Need to Know (Ep. 73)
October 08, 2025

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)
October 01, 2025

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)
September 24, 2025

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)
September 17, 2025

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)
September 10, 2025

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)
September 03, 2025

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)
August 27, 2025

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)
August 20, 2025

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)
August 13, 2025

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)
August 06, 2025

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 &