Most people think Social Security is straightforwarduntil taxes show up. The truth is, what you dont know about how your benefits are taxed can cost you more than you expect. In this episode, I expl

Retirement planning can feel overwhelming, especially when faced with difficult questions about protecting your assets, Social Security benefits, and market uncertainties. In this episode, I answer

Inheriting an IRA can feel like stepping into a financial minefield but with the right guidance, you can avoid costly mistakes and make the most of your legacy. How do you know which rules apply? Wh

Choosing a Medicare plan is just the beginning. What comes next can have a big impact on your healthcare and wallet. In this episode, I sit down with Traci Grover, a seasoned insurance broker with Vit

The financial services industry is facing a significant shift as women are positioned to control an increasing share of wealth. This shift requires financial advisors to adapt their strategies to bett

What should you know before claiming Social Security benefits? Do you know the ins and outs of applying for benefits or how working affects your payments? Are you confused about common-law marriage el

What happens when you retire and no longer receive a paycheck? How do you pay your taxes in retirement? This week on The Simply Retirement Podcast, I dive into this common concern among retirees. Wit

Your Social Security decisions can significantly impact your financial future. How can you make the most of these benefits while avoiding common pitfalls? In this episode, I explore three lesser-known

Have you ever wondered how you would navigate the healthcare maze as you age, especially if youre flying solo? Understanding the role of a Patient Advocate might just be the key to planning for your

Retirement planning can feel overwhelming, especially when navigating complex systems like Social Security. Join me as I unravel the pressing questions around Social Security reform, empowering women