The Simply Retirement Podcast

The Simply Retirement Podcast


Latest Episodes

Medicare Tips and Tricks with Traci Grover (Ep. 51)
May 07, 2025

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

Women Will Soon Control the Financial Landscape – But Is the Financial Services Industry Ready? (Ep. 50)
April 30, 2025

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

Q&A: Social Security Secrets, Widow’s Penalty Warnings, and Working in Retirement (Ep. 49)
April 23, 2025

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

How to Pay Taxes in Retirement: What You Need to Know (Ep. 48)
April 16, 2025

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

Three Game-Changing Social Security Strategies (Ep. 47)
April 09, 2025

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

Solo Aging & Healthcare Decisions: How Patient Advocates Can Help with Nancy Ruffner (Ep. 46)
April 02, 2025

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

Listener Q&A: Social Security Fairness Act and Optimizing Social Security (Ep. 45)
March 26, 2025

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

Eric Blake on Senior to Seniors: Simplifying Retirement for Women in Transition (Ep. 44)
March 19, 2025

Retirement planning can feel overwhelming, especially for women newly managing finances on their own. How can you build financial confidence, make informed Social Security decisions, and reduce taxes?

Glowing Older: Embracing Aging, Wellness, and Purposeful Living with Nancy Griffin (Ep. 43)
March 12, 2025

Living a fulfilling life as you age requires more than just financial preparationits about embracing your values, fostering intergenerational connections, and planning with intention. In this eye-op

Navigating Estate Planning for Remarriage in Retirement with Amy June (Ep. 42)
March 05, 2025

Estate planning is crucial, especially for those remarrying later in life. What happens when life changes and your estate plan doesnt? Amy June, an estate planning attorney focused on helping client