The Simply Retirement Podcast
Latest Episodes
The Truth Behind Social Security Increases and What They Mean for Your Retirement (Ep. 87)
That annual Social Security increase announcement can be confusing.Is it a bonus? Will it cover your rising costs? More importantly, how does it really affect your decisions about when to retire and when to claim your benefits?In this episode, I unpack
Taking Control During Divorce: How Coaching Can Help You Make More Confident Decisions (Ep. 86)
Divorce doesnt have to be devastating.It can be empowering when approached with clarity and the right support.In this episode, I sit down with Karen Covy, divorce coach, attorney, and mediator, to explore how women can take control of the divorce proc
Social Security: Essential Rules for Women and Divorcees (Ep. 85)
Understanding Social Security can feel complicated, especially when life events like divorce or widowhood come into play.In this episode, I join Karen Covy on her podcast, Off The Fence, to walk through the rules that often matter most for women.We dis
REPLAY: Social Security Fairness Act (Ep. 84)
Many people nearing retirement are unsure how recent rule changes might affect what they can receive.What happens when long-standing limits disappear, and families finally gain access to benefits they were denied for years?In this special replay, we rev
Investing in Retirement – Part 4: Putting the Pieces Together for a Successful Retirement (Ep. 83)
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 – Part 3: The Building Blocks of Your Retirement Portfolio (Ep. 82)
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
Investing in Retirement – Part 2: Changing the Way You Think About Retirement (Ep. 81)
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
Investing in Retirement – Part 1: It Starts with Having a Plan (Ep. 80)
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
Creating Your Encore Chapter with Joy Levin (Ep. 79)
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
7 Smart Giving Strategies for Family and Charities Before Year-End (Ep. 78)
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,





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