The Simply Retirement Podcast

Latest Episodes
Medicare Tips and Tricks with Traci Grover (Ep. 51)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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